Topics

Posted 9/6/2023, 11:20:00 AM

Jeremy Grantham sounds the alarm on stocks, recession, inflation, and interest rates in a new interview. Here are his 8 best quotes.

Stocks will slump, recession will strike, inflation and rates will stay high
Low rates push asset prices up, higher rates push them down - we're entering higher rate era
Inflation unlikely to be as low as past decade, higher inflation ahead
Fed always wrong, never predicts recessions, especially after bubbles
Invested 75% in early-stage venture capital, best part of capitalism

businessinsider.com

Relevant topic timeline:

8/21/2023

Legendary investor Jeremy Grantham sees shades of the dot-com bubble in markets - and predicts stocks will slump and recession will strike

Jeremy Grantham predicts that the post-pandemic surge in stocks, fueled by low interest rates and hype, will result in a market slump and recession, with artificial intelligence unable to prevent the downturn.

8/22/2023

Wall Street is declaring victory too early — the US is still headed for a recession

Despite recent positive economic indicators, experts warn that a recession may still be on the horizon due to the lagged effects of interest rate hikes, increased debt, and a slowing manufacturing sector, cautioning investors not to become complacent.

8/23/2023

Recession fears grow and interest rate expectations decline after surprise slump in output

Recession fears return as a key business survey shows a significant contraction in the UK economy, signaling the detrimental effects of interest rate rises on businesses and heightening the risk of a renewed economic downturn.

8/27/2023

Warren Buffett Says ‘Incredible Period’ for America’s Economy is Ending — Advice to Anxious Investors

Warren Buffett warns that the U.S. economy's "incredible period" of growth is coming to an end, and suggests investors consider diversifying with recession-resistant assets, commercial real estate, international stocks, and keeping cash on hand.

8/29/2023

Are markets still pricing in a recession?

Investors are speculating about the likelihood of a recession after recent data showed a decline in job openings, and Key Advisors Wealth Management CEO Eddie Ghabour believes that the market is not prepared for a recession and it could bring about significant volatility. Ghabour highlights factors such as the JOLTS data, earnings season results, and housing market data to support his recession forecast. He also mentions concerns about rising inflation and its impact on the bond market. Ghabour predicts that a recession could lead to a double-digit drop in equity markets and suggests buying the long end of the Treasury curve as a top trade if a recession occurs.

9/2/2023

'The vast bulk of companies are in big trouble': A renowned bear who called the dot-com bubble warns a recession is still on the way as bankruptcies rise — threatening to sink even the mega-cap stocks keeping the market afloat

Societe Generale's Albert Edwards warns that a recession is still looming as small firms face increasing bankruptcies due to high interest rates, which could eventually affect larger firms as well.

9/6/2023

Unemployment rate only a tenth of a point from a recession: Economist

The global economic slowdown and U.S. recession risks are causing concern among officials, with experts discussing recession forecasts and advising investors on portfolio and sector strategies.

9/15/2023

Grantham Warns of Impending Market Crash, Advises Investing in Climate Stocks and High-Quality Companies

Renowned investor Jeremy Grantham warns that the US tech bubble is on the verge of bursting due to inflated stock prices driven by AI hype, with a high chance of a US recession in the next 18 months. He advises caution in investing in US equities, real estate, and commodities, but sees compelling opportunities in climate-change stocks.

9/17/2023

Grantham Warns of Speculative Bubble as Stocks Overvalued Despite AI Hype, Sees 70% Recession Risk

Jeremy Grantham warns of a looming recession by early 2025, expresses concerns about US stock market, economy, and financial system, discourages investment in real estate and commodities, but supports climate-change stocks like Tesla.

9/17/2023

Recession Likely in 2023-2024 as Labor Shortages, High Inflation, Rising Rates Threaten Economy

Entrepreneur Jaspreet Singh warns that signs of a potential recession in America include labor shortages, inflation-driven spending, and high interest rates, with economists predicting that the country may start feeling the effects of a recession by the second quarter of 2024. Singh advises Americans to educate themselves about saving money and investing to prepare for the possible downturn.

Topics

Posted 9/6/2023, 11:20:00 AM

Jeremy Grantham sounds the alarm on stocks, recession, inflation, and interest rates in a new interview. Here are his 8 best quotes.

Stocks will slump, recession will strike, inflation and rates will stay high
Low rates push asset prices up, higher rates push them down - we're entering higher rate era
Inflation unlikely to be as low as past decade, higher inflation ahead
Fed always wrong, never predicts recessions, especially after bubbles
Invested 75% in early-stage venture capital, best part of capitalism

businessinsider.com

Relevant topic timeline:

8/21/2023

Legendary investor Jeremy Grantham sees shades of the dot-com bubble in markets - and predicts stocks will slump and recession will strike

8/22/2023

Wall Street is declaring victory too early — the US is still headed for a recession

8/23/2023

Recession fears grow and interest rate expectations decline after surprise slump in output

8/27/2023

Warren Buffett Says ‘Incredible Period’ for America’s Economy is Ending — Advice to Anxious Investors

8/29/2023

Are markets still pricing in a recession?

9/2/2023

Societe Generale's Albert Edwards warns that a recession is still looming as small firms face increasing bankruptcies due to high interest rates, which could eventually affect larger firms as well.

9/6/2023

Unemployment rate only a tenth of a point from a recession: Economist

The global economic slowdown and U.S. recession risks are causing concern among officials, with experts discussing recession forecasts and advising investors on portfolio and sector strategies.

9/15/2023

Grantham Warns of Impending Market Crash, Advises Investing in Climate Stocks and High-Quality Companies

9/17/2023

Grantham Warns of Speculative Bubble as Stocks Overvalued Despite AI Hype, Sees 70% Recession Risk

9/17/2023

Recession Likely in 2023-2024 as Labor Shortages, High Inflation, Rising Rates Threaten Economy