Jeremy Grantham Super Bubble: Euphoria to Panic to Recession

The John Johnston Lounge · Apr 9, 2023 · 13m

I summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested. Related episodes: Michael Burry: I Was Wrong! | New Bull Market Has Begun? https://youtu.be/1GzFve2xQCo Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk Full Jeremy Grantham interview: Calling a Super Bubble: The Crisis is Bigger Than Banks…