Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
…
continue reading
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to We Study Billionaires - The Investor’s Podcast Network
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TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham
Manage episode 433204784 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market that lies ahead.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:49 - Lessons Jeremy learned from his early career investing in the 1960s.
06:13 - How today’s market compares to previous superbubbles in the 1920s, 1989, 1999, and 2007.
12:11 - Jeremy’s view on the market rally since 2022, and the impact of the overcentration of the Magnificent 7 in the S&P 500.
17:40 - Why bubbles tend to last longer than we would expect them to.
31:56 - Whether using the P/E ratio is a reliable way to value the broader market.
36:29 - The major flaw in projecting compounding growth into the future from here.
44:55 - What Jeremy is seeing for innovation in the green energy space.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Check out GMO’s website.
- GMO’s new US Quality ETF.
- Related Episode: Listen to TIP542: The Crisis Bigger Than Banks w/ Jeremy Grantham, or watch the video.
- Related Episode: TIP466: The Bear Has Arrived w/ Jeremy Grantham, or watch the video.
- Related Episode: TIP371: The Top of the Cycle w/ Jeremy Grantham, or watch the video.
- Follow Clay on Twitter.
- Check out all the books mentioned and discussed in our podcast episodes here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- Range Rover
- Fidelity
- Fundrise
- Sound Advisory
- AT&T
- The Bitcoin Way
- SimpleMining
- BAM Capital
- American Express
- Onramp
- Public
- USPS
- Shopify
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
928 episodes
Share
Manage episode 433204784 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market that lies ahead.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:49 - Lessons Jeremy learned from his early career investing in the 1960s.
06:13 - How today’s market compares to previous superbubbles in the 1920s, 1989, 1999, and 2007.
12:11 - Jeremy’s view on the market rally since 2022, and the impact of the overcentration of the Magnificent 7 in the S&P 500.
17:40 - Why bubbles tend to last longer than we would expect them to.
31:56 - Whether using the P/E ratio is a reliable way to value the broader market.
36:29 - The major flaw in projecting compounding growth into the future from here.
44:55 - What Jeremy is seeing for innovation in the green energy space.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Check out GMO’s website.
- GMO’s new US Quality ETF.
- Related Episode: Listen to TIP542: The Crisis Bigger Than Banks w/ Jeremy Grantham, or watch the video.
- Related Episode: TIP466: The Bear Has Arrived w/ Jeremy Grantham, or watch the video.
- Related Episode: TIP371: The Top of the Cycle w/ Jeremy Grantham, or watch the video.
- Follow Clay on Twitter.
- Check out all the books mentioned and discussed in our podcast episodes here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- Range Rover
- Fidelity
- Fundrise
- Sound Advisory
- AT&T
- The Bitcoin Way
- SimpleMining
- BAM Capital
- American Express
- Onramp
- Public
- USPS
- Shopify
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Similar to We Study Billionaires - The Investor’s Podcast Network
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
…
continue reading
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
…
continue reading
“Mad Money” takes viewers inside the mind of one of Wall Street’s most respected and successful money managers for free. Cramer is listeners’ personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind—to help you make money. “Mad Money” features the unmatched, fiery opinions of Jim Cramer and the popular Lightning Round, in which he gives his buy, sell and hold opinions on stocks to callers.
…
continue reading
Sam Parr and Shaan Puri brainstorm new business ideas based on trends & opportunities they see in the market. Sometimes they bring on famous guests to brainstorm with them.
…
continue reading
Guy Raz interviews the world’s best-known entrepreneurs to learn how they built their iconic brands. In each episode, founders reveal deep, intimate moments of doubt and failure, and share insights on their eventual success. How I Built This is a master-class on innovation, creativity, leadership and how to navigate challenges of all kinds. New episodes release on Mondays and Thursdays. Listen to How I Built This on the Wondery App or wherever you listen to your podcasts. You can listen earl ...
…
continue reading
Netflix vs. HBO. Nike vs. Adidas. Business is war. Sometimes the prize is your wallet or your attention. Sometimes, it’s just the fun of beating the other guy. The outcome of these battles shapes what we buy and how we live. Business Wars gives you the unauthorized, real story of what drives these companies and their leaders, inventors, investors and executives to new heights -- or to ruin. Hosted by David Brown, former anchor of Marketplace. From Wondery, the network behind Dirty John and A ...
…
continue reading
Wanna see a trick? Give us any topic and we can tie it back to the economy. At Planet Money, we explore the forces that shape our lives and bring you along for the ride. Don't just understand the economy – understand the world. Wanna go deeper? Subscribe to Planet Money+ and get sponsor-free episodes of Planet Money, The Indicator, and Planet Money Summer School. Plus access to bonus content. It's a new way to support the show you love. Learn more at plus.npr.org/planetmoney
…
continue reading
On Masters of Scale, iconic business leaders share lessons and strategies that have helped them grow the world's most fascinating companies. Founders, CEOs, and dynamic innovators join candid conversations about their triumphs and challenges with a set of luminary hosts, including founding host Reid Hoffman (LinkedIn co-founder and Greylock partner). From navigating early prototypes to expanding brands globally, Masters of Scale provides priceless insights to help anyone grow their dream ent ...
…
continue reading
Tim Ferriss is a self-experimenter and bestselling author, best known for The 4-Hour Workweek, which has been translated into 40+ languages. Newsweek calls him "the world's best human guinea pig," and The New York Times calls him "a cross between Jack Welch and a Buddhist monk." In this show, he deconstructs world-class performers from eclectic areas (investing, chess, pro sports, etc.), digging deep to find the tools, tactics, and tricks that listeners can use.
…
continue reading
A few years ago I was a broke, university dropout, at 18 I built an industry leading social media marketing company, and at 27 I resigned as CEO. At 28 I co-founded Flight Story – a marketing and communications company, and thirdweb - a software platform, making it easy to build web3 applications. I then launched private equity fund, Flight Fund, to accelerate the next generation of European unicorns. During this time I decided to launch 'The Diary Of A CEO' podcast with the simple mission o ...
…
continue reading
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