#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn

#59 The "Permabear" - Jeremy Grantham on why ...

Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | EquitiesStephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

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#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global finance today. You will learn why James is interested in Japan, his views on the new Fed Chair and why inflationary pressures are here to stay as ...  Show more

 . 1h 35min
#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries

Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM. He is responsible for market and investment insights across the asset management business and has produced the famous Eye on the Market pu ...  Show more

 . 55min 44sec

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