Tag Archives: Jeremy Grantham

Jeremy Grantham: “This one [bubble]… a decline of a different nature”

Great and super fascinating interview with investing legend, Jeremy Grantham, one of the best bubble spotters out there. “I arrived in 1964, and America was a fairly equal place with fairly rapid mobility between socioeconomic classes,” Grantham told CNBC’s Wilfred … Continue reading

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Jeremy Grantham on Charlie Rose – Must View

This is a must view, folks. The first half of the interview, which aired yesterday, is dominated by a discussion of the natural resource constraints the world will be facing in the next decade. The real macro gems begin at … Continue reading

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Jeremy Grantham: ‘No market for young men’

Be sure to catch Johnathan Burton’s piece on MarketWatch.  Here’s the upshot: “This is no market for young men,” Grantham said. “At least us old men remember what a real bear market is like, and the young men haven’t got … Continue reading

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Jeremy Grantham CNBC Interview

Run don’t walk to CNBC’s extended interview with Jeremy Grantham, chief investment strategist at Grantham Mayo Van Otterloo (GMO).  Click here for the interview. He begins commenting on the Fed’s attempt to stimulate growth through the  “wealth effect,” noting that … Continue reading

Posted in BRICs, China, Commodities, Crude Oil, Currency, Equities, Gold, Monetary Policy, Policy, Whales | Tagged , , | 1 Comment