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
