Invest Like the Best | 9 June 2020 | 1h 07m | Listen Later | iTunes
Interview with Jeremy Grantham, co-founder and chief investment strategist of GMO. Discusses the evolution of contrarian value investment; bubbles; the value and importance of venture capital; increasing monopoly power and corporate influence on Government; how to think about the value of FANG stocks; and that opportunity often lies between fields of expertise.
This has been one of the most thought-provoking podcasts about investing I’be listened to.