Jeremy Grantham

speaker
906 appearances 3 recordings 2 series first heard Jun 2026 last heard 30 Jul

Jeremy Grantham’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment
You can buy a 30-year U.S.
government bond, a 10-year bond, a 2-year bond, a 90-day bond.
a treasury bill they call them when they get that short everything goes fine you you receive this modest amount of money you're five percent or you're three percent depending on the conditions okay so a bond is basically lending the government money yes and if you want to lend the government money or lending a corporation money okay so you can also lend like apple money yes
What you're doing, actually, they have distributed it to the market, and you're acquiring it from one of the existing owners.
You're not actually giving them incremental money.
They come to the market with $10 billion in a particular bond with a particular coupon.
It says, we will pay you 3.5%.
That's the coupon.
Okay.
And when you want to buy some of that bond, you go to your broker and he says, it's no longer selling at the original 100.
It's now selling at 92 or 107.
And you pay that and it transfers from one owner to you.
There have been times in 1974 when you could get a bond that would pay 8, 9, 10%.
Property is fine, except it's pretty darn expensive by historical standards.
They've engineered a situation where house prices tend to rise.
Great for the people who have a house.
And terrible for the people who would like to buy a house.
Back in 94 in England, a typical house sold for 3.4 times your family income.
That was about as low as it had been for 50 years.
And then from 94 until today, it rose from 3.4 times to over 10 times, depending on where you live.
Showing 141–160 of 906 · page 8 of 46 ← Previous Next →