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