Grantham on the markets

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Jeremy Grantham has become a familiar, and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, a fascinating interview with the co-founder and chairman of Boston-based GMO has just crossed my path. It comes in the form of a mega five-part interview recently conducted with the legendary investor.

This interview is not to be missed.

Part I: Grantham on getting back into the market
He offers his take on re-entering a market that seems neither too expensive nor too cheap.

Part II: How Grantham defines “high quality”
Grantham says to keep it simple when finding top-notch businesses and offers his take on high-quality’s recent lagging performance.

Part III: Grantham’s “seven lean years” hypothesis
He says the lost-wealth perception arising from the bear market paints a fairly negative picture for consumer spending going forward.

Part IV: Value matters in everything
Grantham on the distinction between growth and return, and the importance of normalizing for profit margins.

Part V: Inflation top of mind for Grantham
He says inflation can be avoided with careful policy, but the minefield is treacherous and uncertain.

Source: Morningstar, May 28, 2009 (hat tip: GreenLightAdvisor).

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