In this interview with the All-In Podcast, Ray Dalio explains how investors often focus on buying great companies but overlook the importance of pricing, which can turn a great company into a poor investment if it’s overpriced. This is particularly concerning in a high-interest-rate environment, reminiscent of the late 1990s … Read More
Jeremy Grantham: System-Wide Financial Pain Ahead
In this interview with Rosenberg, Jeremy Grantham discusses the severe financial risks stemming from unprecedented debt levels and rising interest rates. He highlights $600 billion in unrealized banking losses and trillions of dollars in system-wide pain, with more likely to come. Grantham warns that devaluing multiple asset classes, such as … Read More