On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Tesla, Real Estate, Impact Investing, and much more! Including a few extra words of wisdom.

Thanks to Public for sponsoring this episode! Go to https://www.public.com/compound to lock in a historic 5.5% yield on your cash.

More from Jeremy:
  / gmoinsights  
https://www.granthamfoundation.org/

►00:00 - Cold Open
►08:14 - Intro
►09:12 - What is GMO today?
►10:25 - Quality in Investing
►15:49 - Inflation today vs. the 70s?
►24:01 - Being the "Bubble Historian" (NOT A PERMABEAR!)
►28:56 - Elon, "a wonderful propagandist"
►37:19 - The Next 7 Years
►54:46 - Calling a bottom
►01:05:57 - Are we in a bubble?
►01:12:36 - The Magnificent 7
►01:15:40 - Is this time different?
►01:20:47 - Inequality
►01:23:25 - Recession risk?
►01:28:04 - Impact Investing
►01:35:36 - Favorites
►01:38:12 - A few last words

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