Category Archives: Main Page

Jeremy Grantham on green tech, bubbles and opportunity

Posted on December 5, 2022 by Danielle Park

The host in this segment is awkward, but Grantham’s responses are worth a listen. When it comes to fighting climate change Jeremy Grantham is optimistic about technology – but worried about timing. Known widely for his acuity in identifying bubbles, … Continue reading →

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Reality: tightening done just starting to bite

Posted on December 1, 2022 by Danielle Park

Financial markets rocketed higher yesterday after Federal Reserve Chair Jerome Powell said the central bank might scale back the pace of its interest rate hikes as early as December. Bullish hopes fixated on the prospect of a 50 bsp hike … Continue reading →

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Instability breeds opportunity in 2023

Posted on November 30, 2022 by Danielle Park

A lucid macro overview in this discussion. Worth a mull. Michael Green, portfolio manager & chief strategist at Simplify Asset Management.  Here is a direct video link. Portfolio manager Michael Green returns for Part 2 of our interview with him … Continue reading →

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