London-based Blue Whale Capital’s co-founder, Stephen You, doesn’t see a repeat of the dot-com crash on the horizon, according to an article in Bloomberg. Even with the likes of Michael…
Tag: bubbles
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…
Rob Arnott Talks Bubbles and Separating Plausible from Possible
In a recent interview on the Bloomberg What Goes Up podcast, Research Affiliates co-founder Rob Arnott talks about today’s market conditions and shares insights on navigating bubble territory. Here are…
Does GMO's Jeremy Grantham See a Bubble Coming?
GMO’s Jeremy Grantham says stocks and bonds will “fail to generate inflation-beating returns over the next seven years, but he doesn’t see an imminent crash in share prices,” according to…
Grantham Sets the Record Straight
In a recent Barron’s article, Boston-based asset management firm GMO’s co-founder Jeremy Grantham sets the record straight after what he calls “a few misquotes and misunderstandings by journalists.” The journalists,…