Jeremy Grantham: We're STILL in A Major Stock Market Bubble

I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections: 00:00 Jeremy Grantham bubble historian or eager permabear? 01:41 Calling the exact bottom in 2009 02:25 Are we in a major stock market bubble? 03:40 The global real estate bubble 05:28 Grantham's investing strategy during the bubble 06:13 Shorting the Russell 2000  08:26 Long non-US equities 08:55 Is it different this time? 10:06 The biggest bubble in history 11:03 Could it be different because of the US tech megacaps? 13:09 The next 7 years Related episodes: Jeremy Grantham: Super Bubble Bursting, Recession Imminent https://youtu.be/ELQVtf5ZIeM Jeremy Grantham: AI Boom Pauses Super-Bubble Bust! https://youtu.be/ATP0GGON2B0 Referenced interview: The Bubble Hasn't Burst Yet I TCAF 110 @TheCompound https://youtu.be/aanwMfrSjP0 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.