In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin share predictions from well-known and highly respected portfolio managers, Jeremy Grantham and Ray Dalio.

TIMESTAMPS

• [00:01] Intro
• [01:49] Bearish Predictions from Jeremy Grantham and Ray Dalio
• [05:40] For every Seller, there’s a Buyer
• [8:00] More than just "Valuation"
• [8:30] What are the alternatives?
• [09:41] Outro

RESOURCES

• Jeremy Grantham
• Ray Dalio
• Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio
• The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny by William Strauss and Neil Howe

• Contact Barnaby

• Contact Laurie