‘Deep in the risk-avoidance dugout’: Jeremy Grantham interview in full
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PODCAST: Citywire Selector spoke at length with the GMO founder and value stalwart about his current market thinking.
‘Value tends to prosper’. As far as mantras to live by, Jeremy Grantham is very committed to the idea that buying discounted stocks and making money as they prove the doubters wrong is a way to earn a living.
In this extended interview, the GMO founder outlines why he believes the latest rotation in market styles is more meaningful than some that have gone before, while also explaining why the hot pocket of recent growth - technology - might now be sitting right in his wheelhouse.
Also in this discussion, we expand on previous points about alternative investing and fears over ‘super bubbles’ being driven by herd mentality, as well as his thoughts about income inequality and being one of the early proponents of climate-aware investing.
‘Value tends to prosper’. As far as mantras to live by, Jeremy Grantham is very committed to the idea that buying discounted stocks and making money as they prove the doubters wrong is a way to earn a living.
In this extended interview, the GMO founder outlines why he believes the latest rotation in market styles is more meaningful than some that have gone before, while also explaining why the hot pocket of recent growth - technology - might now be sitting right in his wheelhouse.
Also in this discussion, we expand on previous points about alternative investing and fears over ‘super bubbles’ being driven by herd mentality, as well as his thoughts about income inequality and being one of the early proponents of climate-aware investing.
