Wealthtrack - Jeremy Grantham & Bearish outlook

[zekeboz]

Fan of the show and I found this to be an interesting perspective considering the current market craziness we are seeing

https://wealthtrack.com/jeremy-grantham-shares-his-most-compelling-evidence-that-we-are-in-a-bubble-of-epic-proportions/

 

[MichaelB]

The link leads to the video. Can you give us a summary of what J Grantham says?

 

[audreyh1]

I haven’t heard his name in quite a long time. Probably because we’ve been in such a long bull market.

 

[Lsbcal]

So far I have passed on listing to him. Has his funds under performed for some years? I guess that might be hard to pin down as GMO runs such a variety of funds.

 

[Montecfo]

He is a permabear. He predicted disaster in 2010 and a few times since then as I recall.

 

[gcgang]

https://www.thinkadvisor.com/2021/06/23/gmos-grantham-addresses-epic-equities-euphoria/

Here’s a condensed written interview with Jeremy from June, 2021.

Basically, valuations are stratospheric. When real interest rates go up, watch out.

I didn’t know he still offered opinions on investment, as the last couple of things I remember him writing were about climate crisis and the end of humankind. Glad he’s lightening up to only be warning of financial collapse. Lol.