The full 37-minute interview is now available and worth the listen.
For almost a half-century, value-investing icon Jeremy Grantham has been calling market bubbles. Now, he says U.S. stocks are in a “super bubble,” and poised to collapse.
Here is a direct video link.
While Grantham believes inflation will be higher in the future than the has been over the last two decades, it’s worth noting that if global asset bubbles are imploding, the effects will be profoundly deflationary first.
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