1929 Crash

topic on 2 shows · 3 statements across 2 episodes

Capital Allocators All-In

3 statements about 1929 Crash, every show

Grantham: The real market pain was 1938, not 1929
“The real pain wasn't 1929, it was really 1938.”
Jeremy Grantham Mar 23, 2026 ▶ 1:02:37 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
ALL-IN Opinion
Sorkin: Modern financial leverage differs fundamentally from 1929 levels
“I don't think it is One to one. I think there's a lot of leverage in the system today, but it's a different kind of leverage.”
Andrew Ross Sorkin Oct 16, 2025 ▶ 12:57 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
ALL-IN Assertion Not checkable as stated
Sorkin: Current leverage levels remain below 1929 margin debt and 2008 subprime crisis
“Now, I don't think that any of that is as leveraged as what we were talking about, this like 10 to one situation in 1929, or maybe, or even like the subprime situation in 2008.”
Andrew Ross Sorkin Oct 16, 2025 ▶ 24:13 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned

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