Jeremy Grantham's Big Calls: Emerging Markets...

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Alex and Grant from Blocmates. They dissect the week's price action, key levels to look out for, latest inflation print, the AI market narrative, LayerZero's ZRO token, and m ...  Show more

Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest level since March 2021. While the report strengthens the case for potential Fed rate cu ...  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

Adrian Helfert, portfolio manager for the Westwood Income Opportunity Fund, says that while investors might be nervous about the economy and the potential for a downturn, they should go along with the market's trends and not fight the central bankers who have been fueling the reb ...  Show more

Over the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Manag ...

Brian Singer, head of the dynamic allocation strategies team at  William Blair  Co., said that fundamentals are going to re-assert themselves on asset prices, noting that when central banks around the world are tightening, value tends to be in favor. Singer also said that emergin ...  Show more