Episode
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
Odd Lots · Jun 18, 2026 · 1 h 00 min
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…