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FYI: In this frank interview, MarketFox columnist Daniel Grioli speaks with veteran investor Jeremy Grantham, founder of asset management firm GMO, about how he got into the investment industry, the possibilities of a melt-up and the impact of Trumponomics on Emerging Markets. Regards, Ted https://i3-invest.com/2018/03/i3-podcast-marketfox-interview-jeremy-grantham/
Thanks Ted. I haven't listened to this yet. I'm interested to follow his assessment of whether or not we are in for a melt-up. (And yes, it was he who discussed this on Consuelo Mack's show -- In a recent post i referenced the wrong guest.)
Thanks from me also Ted. I did listen and he doesn't say much as an update of his melt-up paper. They did talk about what he wrote in early January and I think you can assume from the numbers discussed that we're not there yet, but they didn't discuss February at all that I heard and also didn't provide a specific update to where he thinks we stand after what's happened in the last 2 months.
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