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The Masked Tulip

Jeremy Grantham Interview

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AvidFan posted this link over in the financials forum. It is a 30 minute interview but it is an interview with investor Jeremy Grantham.

He has called the banking crisis and said banks would fail, he then stated that the S&P was 30% below value and was proved right so it is worth listening to his views on what is now going on re inflation, deflation, commodities, the housing market, etc.

He says that low IRs are doing more harm than good and taking money away from retired and near-retired who would actually be spending if they had good IRs on their savings.

"It's a dangerous game" - I get the impression that he is leaning towards cash but he says you might get another year or a few more quarters of stock market rises to come but his general emphasis is that we are in a massive stock market bubble that will eventually burst and will probably be worse than the last one.

http://www.cnbc.com/id/15840232/?video=1640401359&play=1

Edited by The Masked Tulip

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AvidFan posted this link over in the financials forum. It is a 30 minute interview but it is an interview with investor Jeremy Grantham.

He has called the banking crisis and said banks would fail, he then stated that the S&P was 30% below value and was proved right so it is worth listening to his views on what is now going on re inflation, deflation, commodities, the housing market, etc.

He says that low IRs are doing more harm than good and taking money away from retired and near-retired who would actually be spending if they had good IRs on their savings.

"It's a dangerous game" - I get the impression that he is leaning towards cash but he says you might get another year or a few more quarters of stock market rises to come but his general emphasis is that we are in a massive stock market bubble that will eventually burst and will probably be worse than the last one.

http://www.cnbc.com/id/15840232/?video=1640401359&play=1

Thanks TMT/AvidFan,

Great video. Brilliant. A very wise man there. Highly recommended.

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Don't tell me he is getting into the market timing game as well.

Grantham is brilliant at predicting the relative returns, and not so bad with the absolute returns, of asset classes over longer periods, and I hope he isn't going to throw away a successful career by predicting crashes.

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Don't tell me he is getting into the market timing game as well.

Grantham is brilliant at predicting the relative returns, and not so bad with the absolute returns, of asset classes over longer periods, and I hope he isn't going to throw away a successful career by predicting crashes.

He is talking longterm, from a few quarters to a 10 or 20 years horizon.

It is very good. Definitely worth 30 minutes.

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  • 140 Brexit, House prices and Summer 2020

    1. 1. Including the effects Brexit, where do you think average UK house prices will be relative to now in June 2020?


      • down 5% +
      • down 2.5%
      • Even
      • up 2.5%
      • up 5%



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