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Business & Finance

Odd Lots: Jeremy Grantham on Spotting a Bubble’s End (Podcast)

Bloomberg Markets Thursday 18 June 2026, 08:00 UTC By Tracy Alloway, Joe Weisenthal 1 min read
Key Points

Odd Lots: Jeremy Grantham on How to Tell If a Bubble Is About to Burst Odd Lots Jeremy Grantham on How to Tell If a Bubble Is About to Burst 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...

Odd Lots: Jeremy Grantham on How to Tell If a Bubble Is About to Burst Odd Lots Jeremy Grantham on How to Tell If a Bubble Is About to Burst 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. Jun 18, 2026
Jeremy Grantham (PERSON) GMO (ORG) AI (ORG) Grantham (LOCATION) Big Tech (ORG) Jun (PERSON)
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