TIP371: The Top of the Cycle w/ Jeremy Grantham

53:45
 
Share
 

Manage episode 300328430 series 1394353
By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In today’s episode, we have a very special guest and that is billionaire Jeremy Grantham, the co-founder and long-term investment strategist at GMO, one of the world's most well-respected asset management firms. Jeremy is an investing legend and studied market historian, who successfully identified and sidestepped the major corrections such as the Japanese market in 1989, the tech bubble of 2000, and the global financial crisis of 2008, and even called the bottom in 2009.

IN THIS EPISODE, YOU'LL LEARN:

  • (01:37) How Jeremy identifies market bubbles and how to prepare for a correction
  • (34:04) How the FED talks a big game but doesn’t have a great track record of avoiding major market corrections
  • (47:56) Green venture capital and the opportunities it presents and much much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES:

  • GMO website
  • Grantham Foundation website
  • Trey Lockerbie Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Communicate your ideas in the best way possible with Canva
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Donate to GiveWell’s recommended charities and have your donation matched up to $1,000 before the end of August or as long as matching funds last if you've never donated before. Pick PODCAST and We Study Billionaires or enter code TIP at checkout
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB
  • Never miss out on a great home because you haven't sold your current one. Experience stress-free home-buying with Orchard
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • The all-electric Cooper SE starts at only $29,900. It’s everything you love about MINI fully electrified. Reserve yours now
  • Read the 9 Key Steps to Effective Personal Financial Management
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors

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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

438 episodes