Jeremy Grantham – An Uncertain Crisis – [Invest Like the Best, EP.177]

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( 16:06)– More chance for active investors and where.

For more episodes go to InvestorFieldGuide.com/ podcast.

Click on this link to read the transcript.

( 1:37)– (First concern)– What keeps him going in investing.

( 47:07)– Long term argument for the three natural resources: oil, metals, and food.

Show Notes.

( 7:27)– Their investment forecast for significant allocations and how that has actually developed.

( 10:06)– How to markets take on FAANG stocks.

( 2:54)– Changing approaches to managing money over the years.

Follow Patrick on Twitter at @patrick_oshag.

Follow Patrick on Twitter at @patrick_oshag.

( 34:09)– His interest in natural resources/commodities.

For more episodes go to InvestorFieldGuide.com/ podcast..

( 1:03:42)– Advice for individuals thinking about investing.

( 56:46)– Areas in the future that delighted him or that he wants to find out more about.

( 1:05:15)– Kindest thing anybody has provided for Jeremy.

( 52:01)– Specific case for specific metals.

My guest today is Jeremy Grantham. GMO, which manages more than $60B for customers, was a company that assisted educate me early in my investing career. Theyve long published thought-provoking research, most of which came from Grantham himself. He is concerned as an extremely knowledgeable investor in numerous stock, bond, and commodity markets, however is particularly kept in mind for his forecast of various bubbles. In this conversation we talk about the present crisis, which he calls the 4th significant occasion of his storied and long career as a financier.

Sign up for the book club, where youll get a complete financier curriculum and then 3-4 ideas on a monthly basis at InvestorFieldGuide.com/ bookclub.

My guest today is Jeremy Grantham. Jeremy is the co-founder and primary financial investment strategist of Grantham, Mayo, & & van Otterloo (aka GMO). GMO, which handles more than $60B for clients, was a firm that helped inform me early in my investing profession. Theyve long published thought-provoking research study, most of which originated from Grantham himself. He is considered as an extremely educated investor in various stock, bond, and product markets, however is particularly kept in mind for his prediction of different bubbles. In this conversation we talk about the current crisis, which he calls the fourth major occasion of his long and storied career as a financier. As he states, this one is the most uncertain. We also discuss unique subjects like commodity-based business, and how opportunity often lies between fields of know-how. Please enjoy our conversation.

Register for the book club, where youll get a complete investor curriculum and after that 3-4 tips each month at InvestorFieldGuide.com/ bookclub.

( 30:55)– How he talks with clients about major stock market occasions.

( 47:10)– An Investment Only A Mother Could Love: The Tactical Case.