Jeremy Grantham: System-Wide Financial Pain Ahead

Johnny HopkinsEconomic Analysis1 Comment

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

Jeremy Grantham: Most Of The Market Decline Will Occur After The First Interest Rate Cut

Johnny HopkinsJeremy Grantham1 Comment

During his recent interview on The Investor’s Podcast, Jeremy Grantham discussed how rising debt has failed to stimulate the U.S. economy, pointing out that the debt-to-GDP ratio tripled after 1987, yet economic growth slowed. He argues that despite expectations, increased debt hasn’t enhanced growth and questions the excitement over low-interest … Read More

Jeremy Grantham: This Is The Most Vulnerable Market There Has Ever Been!

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During his recent interview with The Investor’s Podcast, Jeremy Grantham discusses the dangers of market bubbles, highlighting Japan’s 1989 bubble where the market traded at 65 times earnings, far beyond its historical norm. He emphasizes that high price-to-earnings (P/E) ratios often predict severe downturns rather than prosperity, citing Japan’s lost … Read More

Jeremy Grantham: Beyond GDP: How Technology and Qualitative Growth Can Lead to a Better Future

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In his latest paper titled Sustainability Or Bust: The Sheer Impossibility Of Eternal Compound Growth, Jeremy Grantham argues that focusing on GDP growth is not important. Even with a declining GDP due to shrinking population and reduced resource consumption, a high quality of life can be achieved through technological advancements … Read More

Jeremy Grantham – Top 10 Holdings – Latest 13F

Johnny HopkinsJeremy Grantham2 Comments

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More