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Jeremy Grantham

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

Odd Lots How I Invest with David Weisburd

Episode Appearances

Odd Lots · May 15, 2026

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

“Fellow permabare; Edwards references his book 'Making of a Permabare' and value investing approach”

Fiscal Dominance and Debt MonetizationDouble-Digit Inflation OutlookCorporate Margin Compression Risk

How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 8, 2026

E343: The Death of the 60/40 Portfolio (And What Comes Next)

“Referenced for sticking to value investing thesis despite asset decline to $40M in 2000”

Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence