174: Ce gérant qui a prédit les crises de 200...

Après 6 ans et plus de 500 vidéos, c’est ma dernière publication sur cette chaîne. Merci à tous ceux qui m’ont suivi jusqu’ici. N'hésitez pas à me suivre sur mes réseaux personnels sur les différentes plateformes (Youtube, Podcast, Linkedin, X)

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Les États-Unis viennent de perdre leur note AAA chez Moody’s. Leur dette dépasse les 36 000 milliards de dollars. Et pourtant… les marchés restent calmes. Pendant ce temps, l’Europe s’endette moins, applique des règles strictes… mais semble bien plus fragile.

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Jim Mellon’s a British investor, entrepreneur and philanthropist. It was 1979 when Jim got his start, in Hong Kong, as a trainee fund manager. When the fund was acquired eight years later, he received a windfall, becoming a millionaire in his late-twenties… And from that point fo ...  Show more

Jeremy Grantham blames the US Federal Reserve for creating a bubble in asset prices—one he says has a long way to go before it’s fully deflated. As a result, stock prices may not reach bottom until late next year, he warns. The 84-year-old co-founder of investment firm GMO joined ...  Show more

Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-class forecasting. Ben joined GMO in 1992 after completing his bachelor’s in economics from Yale. He’s been an analyst, ...

After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing o ...  Show more