TIP466: The Bear Has Arrived w/ Jeremy Grantham

IN THIS EPISODE, YOU’LL LEARN:

• 01:44 - Where Jeremy thinks we’ll go from here!
• 06:10 - Why he believes rates will climb higher for longer.
• 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s.
• 29:03 - Why important resources are in short supply.
• 42:29 - The best technologies fighting climate change.
• 1:01:17 - The risk in Emerging and other markets outside of the US.
• And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• GMO's Website.
• Jeremy’s Papers.
• Grantham Foundation Website.
• Related Episode - TIP371: The Top Of The Cycle w/ Jeremy Grantham.
• Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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