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To be honest, Jeremy Grantham spent most of his career in high interest rate environments. The sustained low interest rates is a particularly recent thing and for someone like Grantham who is is very old it’s hard for him to readjust his lens.
Gundlach I am not sure how to handle him. I listened to him in 2016 and missed out on the run up to 2017. As long as rates are where they are, you can ignore these guys for now.
Subject Expert
Cathie Wood and Laura Martin at Needham are really the only two analysts whose market perspective I truly value, but that’s just me.
Subject Expert
Yet you beat them both to MGNI...