Jeremy Grantham’s Superbubble | Your Money Podcast – Episode 416

September 02, 2022

Legendary Investor Jeremy Grantham says a ‘Superbubble’ is fast approaching – so what does that mean for Your Money? The shop digs into a new prevailing theory behind what might be the next recession, opens up the Revere Asset Mailbag to talk entry techniques and Investor Business Daily’s recent under-performances, and reveals why Elon Musk says processing Lithium is a license to print money.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

0:00 – A Thoughtful Introduction
2:00 – The SCC’s New Gift Policies
5:00 – Here’s to 7 Years, Don!
8:30 – Soft-Dollar Sponsorships
13:00 – Jeremy Grantham’s Oncoming Superbubble
22:00 – A Plan for the Upside, A Plan for the Downside
24:00 – Entry Techniques – Revere Asset Mailbag
32:30 – IBD’s Underper-formance – Revere Asset Mailbag
40:00 – Harvesting Losses
44:00 – Sector Analysis – Lithium
1:05:00 – California’s Electric Vehicle Law
1:08:00 – Don’s Fab 40 and the 21/21
1:11:00 – Wrapping Up

Show Links:

SEC to Advisory Shops: Resolve FAs’ Conflicts of Interest
– https://financialadvisoriq.com/printIssue/478194

Be Wary of Sponsored Content
– https://www.marottaonmoney.com/be-wary-of-sponsored-content/

Jeremey Grantham Sees Trifecta of ‘Super Bubbles’ Bursting
– https://www.fa-mag.com/news/jeremy-grantham-sees–super-bubble–bursting-69500.html?print

Jeremy Grantham Warns ‘Super Bubble” in Stocks Has Yet to Burst
– https://www.bloomberg.com/news/articles/2022-08-31/famed-investor-jeremy-grantham-warns-of-super-bubble-in-stocks-as-rally-falters

The World Can’t Wean Itself Off Chinese Lithium
– https://www.wired.co.uk/article/china-lithium-mining-production

The Trouble with Lithium
– https://www.bloomberg.com/news/features/2022-05-25/lithium-the-hunt-for-the-wonder-metal-fueling-evs

The Place with the Most Lithium Production is Blowing the Electric Car Revolution
– https://www.wsj.com/articles/electric-cars-batteries-lithium-triangle-latin-america-11660141017

Green Energy’s Dirty Little Secret: Its Hunger for African Resources
– https://foreignpolicy.com/2022/06/30/africa-congo-drc-ev-electric-vehicles-batteries-green-energy-minerals-metals-mining-resources-colonialism-human-rights-development-china

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

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