oz101
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- Sep 19, 2022
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Long ass video but you'll learn a lot. I follow this guy regularly. He's good for the 'patient' investor who might be wrong every day but when he's right usually nails it.
This video was 8 months ago at the beginning of the year, but he's pretty much spot on with what's happening. He's called three "superbubbles" in his life - Japan superbubble (yet to recover), dot-com bubble (late 90s) and housing bubble (2008). He never got out at the 'top' in each bubble - that's impossible, but got out at a relatively good time. To Grantham, this bubble is possibly the worst that rivals Japan - but maybe not as bad.
Video below is his recent analysis of things:
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