Jeremy Grantham: We're STILL in A Major Stock Market Bubble

The John Johnston Lounge · Sep 28, 2023 · 14m

I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections: 00:00 Jeremy Grantham bubble historian or eager permabear? 01:41 Calling the exact bottom in 2009 02:25 Are we in a major stock market bubble? 03:40 The global real estate bubble 05:28 Grantham's investing strategy during the bubble 06:13 Shorting the Russell 2000 08:26 Long non-US…