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Friday, November 12, 2010

Jeremy Grantham Interview on CNBC

We're not particularly big fans of CNBC, but occasionally they produce a gem.  The following videos with and about Jeremy Grantham are interesting, given where we are.  We're not entirely on the same page with Grantham philosophically, on the Fed controlling money supply, or on timing--we're still of the belief in a fairly shallow pullback here in asset prices, then a further run up to a significant intermediate term top next year.  Being Austrians at heart, our take on the situation is quite a bit different, but who are we to question Grantham? :)

Enjoy.



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