Grantham is not a permanent bear; he called many major bubble tops but was also very bullish in late 2008/early 2009 after the housing bust, demonstrating that his framework allows for identification of genuine buy opportunities after bubbles burst.

factualpending

Speaker

John Lodereer

Evidence Quote

and the same thing can be sold to his credit he makes the point he's not a Perma Bearer in fact he's one of the very few people that called many of the major bubble tops but also was very pounding the table of hey Now's the Time to be buying like like he was in um in um in late 08 early 09 after the housing bust

Source

Lacy Hunt: We're Facing A Perfect Storm Of 'Economic Deterioration'Wealthion
Created: 8/12/2026, 6:42:20 PM

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