Author Archives: Danielle Park

Grantham on the demise of superbubbles

This segment was recorded in February 2022 and remains highly relevant. GMO co-founder and Chief Investment Strategist Jeremy Grantham says there’s a huge commercial imperative for big firms to play right up to the end of this market ‘superbubble.’ Here … Continue reading

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EPB Macro: the compounding cost of short-term thinking

This video offers an excellent overview of the compounding cost of short-termism and entitlement thinking in a world of corporations and households who expect endless government support and lower taxes. The U.S. Government is facing some serious fiscal and monetary … Continue reading

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World’s hottest housing markets face painful reset

The rapid cooldown in real estate threatens to worsen a global economic downturn and is emerging as a key variable for central bankers who want to tamp down inflation. Here is a direct video link. Also, see The World’s Hottest … Continue reading

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