We Study Billionaires: A History of Stock Market Bubbles w/ Legend Investor Jeremy Grantham

 

11,244 views Aug 8, 2024 📈 Current Market Conditions

Clay is joined by investing legend and bubble historian Jeremy Grantham. Jeremy gives his updated views on the recent stock market run-up, how today’s market compares to market bubbles of the past and indicators that point to the potential bear market that lies ahead.
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:00:31 - Lessons investing in microcaps in the 1960s 00:05:51 - A history of the market’s biggest bubbles 00:13:47 - View on Today’s Market 00:15:57 - AI 00:18:18 - Impact of interest rate cuts 00:21:19 - How government stimulus has fueled this market bubble 00:25:43 - Being early in the stock market his whole career 00:31:59 - Calling the market bottom during the GFC 00:33:20 - Monopolies 00:35:27 - Is the Magnificent 7 overvalued? 00:42:18 - You can’t have exponential growth forever on a finite planet 00:43:16 - Is a population crisis coming? 00:55:58 - Innovation in green energy 01:04:28 - The profit incentive in green energy 01:08:09 - Population bust 01:10:38 - China & green energy 01:13:41 - Quality stocks outperform the market 🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Clay and the other community members: https://theinvestorspodcast.com/maste... 📚 Start accelerating your learning journey today. Sign up and listen to Richer, Wiser, Happier for free at https://theinvestorspodcast.com/audible 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... ▶️ RELATED EPISODES: - What’s Coming Is WORSE Than a Recession: Calling A Super Bubble w/ Jeremy Grantham:    • What’s Coming Is WORSE Than a Recessi...   - GMO's Jeremy Grantham | Investing Legend Interview:    • GMO's Jeremy Grantham | Investing Leg...   - Jeremy Grantham on Market Bubbles and Preparing for a Correction:    • Jeremy Grantham on Market Bubbles and...   - Stock Market History & the AI Bubble w/ Jamie Catherwood:    • Stock Market History & the AI Bubble ...   - Stock Market Crises & Bubbles w/ Brendan Hughes:    • Stock Market Crises & Bubbles w/ Bren...   - Current Market Conditions & The Global AI Race w/ Richard Duncan:    • Current Market Conditions & The Globa...   🎧 Listen to our episodes here: https://link.chtbl.com/TIP-WSB 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/w... 💡 OTHER RESOURCES - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/w...