June 7th, 2009 by AdvisorAnalyst

Twitter It! | Email This Article

Jeremy Grantham, Chief Investment Officer, and founder of $150-billion Boston-based asset manager, GMO gives Morningstar an eloquent and quietly gripping interview. As usual, the super-modest, irrepressibly shy, Grantham, struggles to look up at Morningstar’s Pat Dorsey, and for that matter the camera. What comes through instead is the soft-spoken, and truly understated genius, known for his prescient calls on the market.

These are not to be missed.

Below are the videos of Jeremy Grantham as he was interviewed by Morningstar:

Part 1:

What to do if you missed the rally, and its durability.

http://www.morningstar.com/cover/videocenter.aspx?id=295077

Part II. Quality stocks will trump junk.

http://www.morningstar.com/cover/videocenter.aspx?id=295076

Part III: Seven lean years will follow…

http://www.morningstar.com/cover/videocenter.aspx?id=295072

Part IV: Growth stocks simply do not beat value stocks;
Fast growing countries do not necessarily outperform slow growing countries;
Top line growth almost does not matter.
Value matters in everything.

http://www.morningstar.com/cover/videocenter.aspx?id=295075

Part V. Grantham’s greatest concern is for inflation

http://www.morningstar.com/cover/videocenter.aspx?id=295073

Read more from the author/contributor here.

Related Posts

BlackRock’s Crystal Ball into 2010 and the Next Decade

The World’s Biggest Bond Fund Is Moving Aggressively Into Corporate Holdings, Away From Government-Insured Risk

On Being Right, and other Myths of the Financial Crisis

Between a Rock and Hard Place

Crispin Odey: Steer Clear of Defensives

Tags: 17 Years, 6 Years, Array, Asset Management, Asset Manager, Banking Group, Banks, Crispin, Crispin Odey, Defensive Stocks, Earnings, European Banking, Food Producers, Healthcare Index, Hedge Fund Manager, Lloyds, Managing Director, Money, Paradox, Pharmaceuticals, Price Earnings, Price To Earnings Ratio, Ratios, Reuters, Reuters Story, Safe Haven
Posted in Markets |

Comments

Leave a Reply

 Comment Form 

Name (required)

E-Mail (required)

Website

Your Comment

Security Code: