Business & Finance
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
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Jeremy Grantham on How to Tell If a Bubble Is About to Burst From SpaceX to the South Sea. Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles.
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
From SpaceX to the South Sea.
Listen to Odd Lots on Apple Podcasts
Listen to Odd Lots on Spotify
Watch Odd Lots on YouTube
Subscribe to the newsletter
Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World, that includes spotting the dot-com bubble of the early 2000s, which some people see as analogous to the current excitement over AI. And when it comes to today's market, there are a lot of signs of frothiness you could point to. In this episode, we speak to Grantham about how he sees markets right now, including a watershed change for Big Tech stocks, the signs he watches out for to spot when a bubble might burst, and what really keeps him up at night.