Killik Explains: What is a stock market 'melt-up'?

The stock market’s recent bull run may be entering its most dangerous phase says Jeremy Grantham of GMO. This week I explain why.

[teksight]

Great video. I didn't know there was formal bubble theory with general deliniated stages of development. I'm somewhat gambling on the current risk asset bubble. I think it's different this time because of the unprecedented Fed monetary stimulus. Will be watching very closely for any signs of inflation and Fed hawkishness that may lead to a quick unwinding of their bond holdings and lending rates. And watching China now on rumor of them dumping US bonds. Someday I hope to stop all this nonsense and just sit in CDs and AAA bonds paying like 10% or more.

[flarnnetwork]

This video actually aged incredibly well, what with the covid-19 correction happening only 2 years after this video posted. I wonder what phase of the market we are in now, however? (Nov 2023).

[krispee]

Looks like you got this right but it seems way more applicable to what is going on right now

[jayfreedom]

Looking back, this video has aged very well. Jan 11th 2018 video goes live. Jan 26th 2018 Market top. Market corrected ~9% by February 2018.

[shamansean]

Excellent analysis and teaching method! Thank you for what you do!

[qe]

Brilliant video, thanks Tim! IMHO you can chuck CAPE etc out of the window as we are still at emergency interest rate levels, and the US tax bill has just pushed the "melt up" one stage back in the cycle - it's a huge boost to earnings...

[nobertstanel]

Thank You. Good quality, very informative and a person with passion, for what he does !

[rinnin]

Another great video Tim. I wonder if you could add the Boom in Kodak's share price this week to the "froth" or over exuberance in the market today!

[RA-klsp]

Is it possible to buy any non junk bonds at a decent interest rate now?

[Harihar_Patel]

Don't just look at Shiller P/E, judge it in relation to interest rates. Shiller P/E is expensive at 60 given current interest rates.

[AppleCrider]

Never heard of a melt up before! Thanks for the info!
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