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More Grantham

sma3
in Other Investing
I have read Jeremy Grantham's stuff for years and have also read all of the analysis of his so far, far from perfect track record. He does have good data and arguments, and I thought I couldn't learn anything new from him.

However, this analysis of his of the macro and political issues in the markets today is fascinating and worth hearing. He also has a very perceptive comparison between 1929 1972 2008 and now.

https://open.spotify.com/episode/2xH5m4fGf4G2bsnrqXSShd

Comments

  • FD1000
    edited August 2021
    Unfortunately, Grantham has been wrong for over 10 years. But he is not alone, Arnott (PAUIX) and Hussman were too.
    See one source(link)
    He was so off on US LC(SP500) and EM stocks.
  • sma3
    the problem is that even a broken clock is right twice a day and if it is a Doomsday clock, watch out!
  • ProtonAnalyst33
    FD1000 said:

    Unfortunately, Grantham has been wrong for over 10 years. But he is not alone, Arnott (PAUIX) and Hussman were too.
    See one source(link)
    He was so off on US LC(SP500) and EM stocks.

    yeah I still like listening to him. He is a great story teller. But yeah, he hasn't been correct for awhile.
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