Hellow guys, Welcome to my website, and you are watching Jeremy Grantham: Are we in a new bull market or is the "super bubble" still deflating?. and this vIdeo is uploaded by Livewire Markets at 2023-09-24T17:18:33-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Jeremy Grantham: Are we in a new bull market or is the "super bubble" still deflating? |
| Video Uploader | Video From Livewire Markets |
| Upload Date | This Video Uploaded At 24-09-2023 20:18:33 |
| Video Discription | https://www.livewiremarkets.com/wires/are-we-in-a-new-bull-market-or-is-the-super-bubble-still-deflating In 2022, Jeremy Grantham warned that the "super bubble" created by low interest rates and monetary stimulus was going to burst. After a turbulent period in 2022, is the worst now behind us? James Marlay co-founder of Livewire Markets, interviewed Grantham on 12 September 2023 as part of Livewire Live 2023. While Grantham believes there is less than a 50% chance that the world can avoid a social, economic, environmental and financial crisis, he also thinks there are opportunities available for investors. Watch the full video below for his take on the current macro environment and how that might play out over the next few years, the markets and sectors to avoid, and where opportunities might lie. Topics covered 00:00 - Intro 00:38 - Has the bubble already burst? LWL audience results 01:04 - Grantham's answer 01:30 - Grantham on AI 02:37 - Are there parts of the market where you're seeing bubble activity? 04:40 - Long-term underrated problems 05:50 - Early-stage investor capital and the GMO foundation 06:53 - Grantham's investment ideas if no restrictions on fund mission 08:00 - US economy and quality stocks 08:57 - Why Grantham loves climate change stocks 10:00 - Should we be worried about an economic slowdown in China? 10:58 - Australian resources - large cap or lithium? 13:36 - Society's not going to be rolling in commodities ever again 14:48 - What are you optimistic about on climate change? 16:03 - Climate change will dominate your portfolios 16:31 - What will save our bacon? Renewables 17:55 - Investments in fusion and geothermal 19:05 - What sort of returns can Australians expect out of property over next 10 years? 20:55 - Why income inequality is the poison in the capitalist system 22:22 - The circuit breaker on income equality 24:25 - Probability of a US recession in the next 18 months 25:44 - "Reinvesting where terrified" - how to make the most of opportunities *** Want access to stock ideas? You told us you’re looking for an edge in investing. As the principal sponsor of Livewire Live 2023, Bell Direct is giving you exclusive access to 3 Bell Potter stock reports each week PLUS the chance to win a share of 3 million Velocity Frequent Flyer Points. Get your reports and enter the Velocity competition now. The competition ends 31 October 2023. Entry conditions and eligibility criteria apply. Get my 3 Bell Potter stock reports now: https://www.belldirect.com.au/smarter/livewire?utm_source=livewiremarkets.com&utm_medium=referral#signup_and_earn #jeremygrantham #livewire #bullmarket |
| Category | Education |
| Tags | livewire markets | asx | stocks | ausfinance | asx 200 | asx 100 | small caps | large caps | asx stocks | LIC | LIT | ETF | asx investor | asx trader | asx news | Jeremy Grantham |
