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Jeremy Grantham: We're STILL in A Major Stock Market Bubble
I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections:
00:00 Jeremy Grantham bubble historian or eager permabear?
01:41 Calling the exact bottom in 2009
02:25 Are we in a major stock market bubble?
03:40 The global real estate bubble
05:28 Grantham's investing strategy during the bubble
06:13 Shorting the Russell 2000
08:26 Long non-US…
The skinny
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