Jeremy Grantham of GMO is an exceptional big thinker on markets. I think bottom-up investing makes the most sense, but Grantham always makes us think when he speaks about macro events. I had the good fortune of sitting in the audience for his speech at the CFA Institute Annual Conference in Boston this year. He was filling in for a speaker who cancelled late; it was an upgrade.
Here is the entire twenty-nine minute video of an interview of Grantham by Maria Bartiromo last week: