The Bear Has Arrived w/ Jeremy Grantham

IN THIS EPISODE, YOU’LL LEARN:

• 01:44 - Where Jeremy thinks we’ll go from here!
• 06:10 - Why he believes rates will climb higher for longer.
• 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s.
• 29:03 - Why important resources are in short supply.
• 42:29 - The best technologies fighting climate change.
• 1:01:17 - The risk in Emerging and other markets outside of the US.
• And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• GMO's Website.
• Jeremy’s Papers.
• Grantham Foundation Website.
• Related Episode - TIP371: The Top Of The Cycle w/ Jeremy Grantham.
• Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Check out our favorite Apps and Services.
• New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

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• River
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• Facet
• Public
• Shopify

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