Your summary of Mr. Grantham's analysis is exactly what I needed this morning. Last night I watched a lovely interview with Mr. Grantham in a long-form podcast with Steven Bartlett. Mr. Grantham is a fascinating person. Thoughtful, accomplished, and worried about our collective future. His well-articulated fears about market bubbles (esp for those of us who lived through earlier ones) are logical...but...I suppose it all depends on your time-horizon and your appetite for risk. Either way, your perspective was a refreshing counterpoint to an excellent interview.
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Your summary of Mr. Grantham's analysis is exactly what I needed this morning. Last night I watched a lovely interview with Mr. Grantham in a long-form podcast with Steven Bartlett. Mr. Grantham is a fascinating person. Thoughtful, accomplished, and worried about our collective future. His well-articulated fears about market bubbles (esp for those of us who lived through earlier ones) are logical...but... I suppose it all depends on your time-horizon and your appetite for risk. Either way, your perspective was a refreshing counterpoint to an excellent interview.
Post: Investment Wisdom
Link to comment from June 27, 2026