W
We Study Billionaires - The Investor’s Podcast
Guest
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
SPONSORS
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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!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...
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.
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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
Continue reading...