bear market

also referred to as: bear markets

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Mar 30, 2020 by Ben Inker · across every show →

Everything said about bear market, oldest first

Mar 30, 2020

Insight

Inker: Bear markets progress across three distinct phases of quality and valuation

“In the first stage of bear markets, everything tends to go down the same, and if anything helps, it's quality. In the second phase, valuation tends to matter. That doesn't mean value stocks always outperform in the second phase. It is the stuff that has gotten…”

Ben Inker Mar 30, 2020 ▶ 1:14:16 Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Oct 10, 2022

Insight

Gave: Bear markets exist to transition leadership to new asset classes

“Bear markets are not fun, but they're important. They're there for a reason. They're there to allow the transition from one group of leaders to the next.”

Louis-Vincent Gave Oct 10, 2022 ▶ 10:39 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

Mar 23, 2026 negative

Insight

Grantham: Asset managers get fired in bull markets, not bear markets

“People think you get fired for underperforming in bear markets, which is nonsense. In a serious bear market, the client becomes catatonic.”

Jeremy Grantham Mar 23, 2026 ▶ 24:58 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)

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bear market

Everything said about bear market, oldest first

Turn any episode into a week of clips.