Equity Valuations

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Equity Valuations, every show

Grantham: High-PE markets face substantial declines once confidence breaks
“High PEs are an intrinsically nervous and risky situation where everything is confidence. If you break confidence for any reason, it could be uniquely different this time, It has been quite different in each of the bubbles, but if you break confidence and you'…”
Jeremy Grantham Jul 8, 2021 ▶ 19:27 Jeremy Grantham – GMO (Manager Meetings, EP.01)

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