TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham

We Study Billionaires - The Investor’s Podcast Network

Το περιεχόμενο παρέχεται από το Stig Brodersen and The Investor's Podcast Network. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Stig Brodersen and The Investor's Podcast Network ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

3M ago 1:07:35

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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

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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.
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