The below podcast with Grantham is nearly two hours long and broad in scope. Worth the time, IMHO. For those with less patience, you can read some key takeaways in 10 quotes from the interview. Also, this 2-minute TikTok reel offers a taste.
@downtownjbrown Is This a Real Estate Bubble? @The Compound THe Compound and Friends episode 110 with Jeremy Grantham is out now on all podcast platforms!⏯️🎙️ #realestatebubble #realestate #housingmarket #housing #wealth #mortgage #stockmarket #economy #fed #thefed #jeromepowell #fyp #finance ♬ original sound – Downtown Josh Brown
On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the “Bubble Historian”, Inflation, Modern Valuations, the Four most Dangerous Words, Tesla, Real Estate, Impact Investing, and much more! Including a few extra words of wisdom. Here is a direct video link.