TIP466: The Bear Has Arrived w/ Jeremy Grantham

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:44 - Where Jeremy thinks we’ll go from here!</li><li>06:10 - Why he believes rates will climb higher for longer.</li><li>14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s.</li><li>29:03 - Why important resources are in short supply.</li><li>42:29 - The best technologies fighting climate change.</li><li>1:01:17 - The risk in Emerging and other markets outside of the US.</li><li>And a whole lot more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>GMO's <a href="https://www.gmo.com/" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a>.</li><li>Jeremy’s <a href="https://www.gmo.com/americas/research-library/let-the-wild-rumpus-begin/" rel="noopener noreferrer" target="_blank"><strong>Papers</strong></a>.</li><li>Grantham Foundation <a href="https://www.granthamfoundation.org/" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a>.</li><li>Related Episode - <a href="https://www.theinvestorspodcast.com/episodes/top-of-the-cycle-w-jeremy-grantham/" rel="noopener noreferrer" target="_blank"><strong>TIP371: The Top Of The Cycle w/ Jeremy Grantham.</strong></a></li><li>Our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool</strong></a>.</li><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank"><strong>favorite Apps and Services</strong></a><strong>.</strong></li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Use&nbsp;<a href="https://keepersecu