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Investors / stance tracking

What Jeremy Grantham is saying

Co-founder & long-term strategist, GMO

114 dated public stances tracked since 2023-08-18, most recently 2026-08-08. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Jeremy Grantham's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jeremy Grantham is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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114
tracked stances
54
themes
1
side flips
2026-08-08
last heard
Returns  90d -0.9% (n=49) · 180d -5.1% (n=27) · 1y -9.1% (n=23)

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

USTS — bearish2023-09-06 → bullish2026-06-25

Most-argued themes

ThemeStancesLeanMixLast
SPX2121 bearish2026-06-26
Big Tech99 bearish2026-06-26
NVDA55 bearish2026-06-18
Quality Stocks55 bullish2026-04-20
Em Equities44 bullish2026-06-25
GOLD43 bullish / 1 neutral2026-08-08

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-08-08 USTS bullish Jeremy Grantham · video
Rule #1 is diversification; holding bonds providing ~5% yield is a fixed-income counterweight when equities are at the most extreme bubble valuations in US history and face potential decade-long negative real returns
“Rule number one is always be diversified. It means hold some bonds”
"The Collapse Already Begun..." - Jeremy Grantham
2026-08-08 GOLD bullish Jeremy Grantham · video
A small allocation to precious metals belongs in a diversified portfolio constructed to weather the unwinding of the largest investment bubble in American history
“hold some bonds, hold some cash, perhaps a small amount of precious metals”
"The Collapse Already Begun..." - Jeremy Grantham
2026-08-08 short SPX / long SPX pair Jeremy Grantham · video
US equities are at historically extreme valuations (35-40x earnings), comparable to or worse than the 2000 bubble peak, while non-US equities are much cheaper and have already outperformed since early last year, making a rotation out of the US and into world…
“own them outside America. Don't own US stocks. That's a nice simple strategy that you can act on”
"The Collapse Already Begun..." - Jeremy Grantham
2026-06-26 GOLD bullish Jeremy Grantham · video
Gold demonstrated genuine store-of-value properties by gaining over the same multi-year period that Bitcoin halved, validating it as a stable alternative to crypto
“over the same time period gold made a strong gain”
Billionaire investor Jeremy Grantham on crypto: A useless, speculative mechanism
2026-06-26 Big Tech bearish Jeremy Grantham · video
AI, like railroads and the internet before it, is a genuine transformative technology whose very obviousness drives over-investment, historical pattern is 100% bust rate for investors even as the technology succeeds long-term
“everyone in the end, in those situations, loses their shirt”
Billionaire investor Jeremy Grantham: This is the most expensive market in American history
2026-06-26 SPX bearish Jeremy Grantham · video
US equities remain overpriced by long-term valuation standards and have not yet been tested in a bear-market drawdown of 50–70%
“I've been saying that the market is overpriced by long-term standards”
Billionaire investor Jeremy Grantham on crypto: A useless, speculative mechanism
2026-06-26 SPX bearish Jeremy Grantham · video
By market-cap-to-GDP and other predictive valuation metrics, US equities are the most expensive in American history — more expensive than the 2000 tech bubble — requiring a ~70% decline to return to pre-existing trend
“getting back to trend from here is closer to a 70% decline than a 50% decline”
Billionaire investor Jeremy Grantham: This is the most expensive market in American history
2026-06-26 BITCOIN bearish Jeremy Grantham · video
Crypto has no stable store-of-value properties, no utility in real-world transactions, pays no dividend, represents no tangible asset, and is purely faith-based—it will dwindle away over decades
“Proof of unnecessary work shouldn't be worth a bucket of warm spit, and it will not be.”
Billionaire investor Jeremy Grantham on crypto: A useless, speculative mechanism
2026-06-25 SPX bearish Jeremy Grantham · video
Non-US stocks are significantly cheaper by valuation, have already outperformed the US by a wide margin (emerging markets +65% vs S&P +25% over the prior 12 months), and historical cycles always rotate away from dominant regions
“Buy a broad-based index of non-US equities... kind of the world ex-US or emerging markets.”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-25 Big Tech bearish Jeremy Grantham · video
The Mag 7 previously held separate monopolies but are now all competing in the same AI marketplace simultaneously, meaning most will lose; combined with bubble-level valuations, a 70% decline 'would not be unexpected'
“From these unprecedented levels a 70% decline would not be unexpected.”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-25 GOLD bullish Jeremy Grantham · video
Precious metals provide diversification and wealth preservation in a bubble environment where US equities face severe downside risk and cash is eroded
“5 or 10% in precious metals”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-25 USTS bullish Jeremy Grantham · video
With ~4.5-5% yields available on US government and high-grade corporate bonds, fixed income offers a creditworthy return stream as a safe-haven allocation ahead of an expected equity market decline
“The rest I'd put in bonds.”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-25 Em Equities bullish Jeremy Grantham · video
Emerging markets have already demonstrated rotation alpha (+65% over the last year vs S&P +25%) at much cheaper valuations, and the US-vs-rest-of-world cycle historically mean-reverts after extreme US outperformance
“Emerging markets is up 65% now. The S&P... it's only 25.”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-25 BITCOIN bearish Jeremy Grantham · video
Crypto has no viable use case beyond criminal money movement, is not a stable store of value due to extreme volatility, and is not a functional medium of exchange — purely speculative with no intrinsic floor
“It will certainly go to zero.”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-25 SPACEX (PRIVATE) bearish Jeremy Grantham · video
SpaceX's prospectus claims (mining asteroids, colonizing Mars, capturing a quarter of global GDP) are classic bubble-peak fantasy narrative comparable to the South Sea Bubble; its $3T valuation requires a sustained bull market and Elon Musk's BSing to work —…
“SpaceX defines as its addressable market a quarter of the global GDP... it's the classic description of a market peak.”
Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
2026-06-24 SPX bearish Jeremy Grantham · video
US equities have moved from 'spectacular' to 'even more spectacular' valuation, and historically high PEs predict poor subsequent returns and major mean reversion, not good times — comparable to 1929 and 2000 peaks
“the S&P with that last 23% kicker has moved into the read all about it in a hundred years time”
Jeremy Grantham | How to invest like a stock market legend | MoneyWeek Talks
2026-06-24 SPACEX IPO bearish Jeremy Grantham · video
SpaceX's $1.7 trillion IPO valuation is a South Sea Bubble equivalent — running at huge losses, with 90% of revenue projections tied to AI dominance that competitors like Anthropic are actively eroding, making the projections implausible
“mining asteroids and colonies on Mars... what an act of faith”
Jeremy Grantham | How to invest like a stock market legend | MoneyWeek Talks
2026-06-24 COPPER bullish Jeremy Grantham · video
Copper ore grade has declined from 4% to 0.3%, requiring 10x more extraction effort per unit of output, creating a structural and irreversible supply constraint as demand grows
“the copper ore has gone from 4% copper to 0.3 — now you have 10 times the digging”
Jeremy Grantham | How to invest like a stock market legend | MoneyWeek Talks
2026-06-24 Commodities Broad bullish Jeremy Grantham · video
The 100-year secular decline in real commodity prices ended around 2002 and reversed permanently due to depletion — the average commodity is now 3x its 2002 trough and no longer on the declining trend that held for a century
“the game has changed... we are simply a lot more systematically worried about resources”
Jeremy Grantham | How to invest like a stock market legend | MoneyWeek Talks
2026-06-24 Big Tech bearish Jeremy Grantham · video
All seven Mag 7 companies plus 15 others are competing for a single winner-take-all AI prize in a 'fight to the death,' which historically destroys stock valuations even when the underlying technology ultimately wins — Amazon declined 92% before inheriting…
“there can only be one... they will fight until someone survives”
Jeremy Grantham | How to invest like a stock market legend | MoneyWeek Talks
2026-06-18 Big Tech bearish Odd Lots · video
The Mag 7 historically earned premium valuations as seven distinct monopolists in non-overlapping niches with capital-light models, but have now all shifted to compete head-to-head in AI with hundreds of billions in annual capex each, converting easy monopoly…
“You couldn't see the difference between seven easy monopolies and a dog fight of seven rich companies all deciding at the same time to fight out in one market?”
Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
2026-06-18 NVDA bearish Odd Lots · video
Nvidia's dominance is an extraordinary head start from a gaming-chip architecture that accidentally fit AI, not a durable structural moat, and competition from Google and others plus potential chip architecture disruption will erode this advantage over the…
“It seems like the ultimate head start. In a game where a head start is worth a ton of dough. It is worth a 10 tuple in your sales. But it's only a head start.”
Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
2026-06-18 AI-DRIVEN HIGH-MULTIPLE TECH STOCKS (100X SALES) bearish Odd Lots · video
The current AI market checks every historical bubble criterion — great economic times, easy money, and a transformative technology visible to everyone — and 100x price-to-sales valuations signal the same dynamic that caused the railroad and dot-com busts…
“If you think this is not a bubble, you are going to be in for a bit of disappointment”
Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
2026-06-02 MAGNIFICENT 7 / MEGA-CAP TECH bearish Jeremy Grantham · video
The Mag 7 are transitioning from protected monopolists in separate lanes to fierce direct competitors all chasing AI dominance, which should compress profit margins as oligopoly pricing power gives way to cut-throat capital destruction
“they're all stripping for action and they're going to all pile in the ring together”
A stock market veteran’s view on the AI bubble
2026-06-02 AI INFRASTRUCTURE / AI CAPEX THEME bearish Jeremy Grantham · video
AI will replicate the railroad and internet bubble pattern where a genuinely transformative technology attracts excess capital, destroys returns for investors, and ultimately commoditises any productivity advantage so that profit margins do not durably rise
“everyone will have AI... the competitive advantage will have been competed mostly away”
A stock market veteran’s view on the AI bubble
2026-06-02 FOSSIL FUELS / OIL AND GAS bearish Jeremy Grantham · video
Oil and gas face structurally rising costs and severe geopolitical supply-chain vulnerability, while capital is already rotating toward renewables as sophisticated energy buyers plan accordingly
“the vulnerability of oil and gas compared to the security of solar, wind, and storage”
A stock market veteran’s view on the AI bubble
2026-06-02 SPX bearish Jeremy Grantham · video
US equities are in a multi-year bubble that exceeded two-sigma thresholds years ago and has been artificially re-inflated by AI capex enthusiasm rather than completing its natural mean-reversion decline
“starting at the end yes we are in one and have been for some time”
90d -1.2%
A stock market veteran’s view on the AI bubble
2026-06-02 SOLAR, WIND, AND BATTERY STORAGE bullish Jeremy Grantham · video
Wind, solar, and storage costs have fallen far faster than expected and continue declining, making them structurally cheaper and more energy-secure than fossil fuels, which face rising costs and geopolitical risk
“you invest in fossil fuels, it'll get more and more expensive”
A stock market veteran’s view on the AI bubble
2026-05-25 GMO owns Jeremy Grantham · video
A long-cheap short-expensive strategy is generating positive returns (~9% at time of recording) in a broadly down market as value begins to outperform after a 15-year drought, consistent with mean reversion in profit margins and valuations
“We have a fund that goes long cheap and short expensive which is last I looked up nine for this year, 9%.”
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
2026-05-25 SPX bearish Jeremy Grantham · video
US equities are at historically extreme valuations (highest ever by Hussman's GDP-based measure, above 2000 peak), and all 27 historical bubbles examined have returned to prior trend, implying a ~50% decline from current levels
“Trend is roughly... at least half down by half. All the great bubbles are 50% plus.”
90d -2.0%
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
2026-05-25 Big Tech bearish Jeremy Grantham · video
AI capex is being massively over-invested in a pattern identical to fiber optic cable in the 2000 bubble — the more obviously transformative a technology, the more money is mis-allocated, guaranteeing a capex bust even if the technology itself succeeds
“That guarantees a bubble in AI capex like fiber optic cable. And no one ever predicts it.”
90d +3.2%
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
2026-05-25 GREEN TECHNOLOGY / CLIMATE TECH VENTURE owns Jeremy Grantham · video
Wind, solar, and battery storage are now cheaper than fossil fuels in 80% of the world even without subsidies, creating enormous investment opportunities; Grantham Foundation has deployed a large portion of its portfolio into green tech venture capital
“We have big chunk of our portfolio investing in green tech.”
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
2026-05-25 EMERGING MARKETS EQUITIES bullish Jeremy Grantham · video
Emerging markets are cheaper on valuation metrics and have already outperformed the US significantly in recent periods, consistent with GMO's long-term forecast models which showed EM beating US by over 200 percentage points in the 2000-2010 cycle
“Emerging and developed ex-US had a splendid year and they've had a very good year this year much better than the US.”
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
2026-05-25 Commodities Broad bullish Jeremy Grantham · video
The 100-year tailwind from technology outpacing resource depletion has reversed; scarcity is now winning over technology gains, prices are ~3x their 2002 lows on an equal-weighted 35-commodity basket, and the next secular phase is likely upward over 10-20…
“We are running out... my guess is the next phase will be upwards.”
90d +3.0%
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
2026-05-16 International Dev bullish Jeremy Grantham · video
Non-US equities reached an all-time low valuation relative to the S&P, triggering a mean-reversion cycle that historically persists for multiple years, and GMO's EM fund is up 70% with the outperformance expected to continue
“the world has handsomely outperformed. And typically, this goes on for a few years, and I expect it will”
90d +5.5%
He Tracked Every Major Bubble for 50 Years | Jeremy Grantham on What AI Can't Change
2026-05-16 MAGNIFICENT 7 / MEGA-CAP TECH MONOPOLISTS bearish Jeremy Grantham · video
AI is transforming the Mag 7 from tolerated quasi-monopolists into ferocious competitors spending hundreds of billions attacking each other's markets, which will destroy the monopoly rents that justified their premium valuations over multiple years
“we have gone from a monopoly world to a brutal competitive world. And we will stay there for years”
He Tracked Every Major Bubble for 50 Years | Jeremy Grantham on What AI Can't Change
2026-05-16 SPX bearish Jeremy Grantham · video
The 2021 bubble was only halfway deflated before being resuscitated by unprecedented AI capex, leaving a bubble forming on top of an incomplete correction into historically stretched valuation territory with no classic peak-signal yet discharged
“we have a bubble forming out of a bubble that was only halfway completed. Only halfway deflated. And then resuscitated by…AI”
90d -5.4%
He Tracked Every Major Bubble for 50 Years | Jeremy Grantham on What AI Can't Change
2026-04-20 ENERGY bullish Jeremy Grantham · video
Iran war has pushed oil prices up ~50% and every major spike in oil prices without exception has caused a recession, implying sustained elevated energy costs will weigh heavily on the broader economy
“every major move in oil up has caused a recession without exception. Just check it.”
90d +6.0%
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
2026-04-20 Quality Stocks bullish Jeremy Grantham · video
High-quality stocks—lower debt, higher returns, more stability, lower bankruptcy risk—have outperformed persistently throughout history despite theoretically deserving a risk premium discount, representing a durable structural inefficiency that continues to…
“quality has outperformed forever... a freebie return and an inefficiency of about one and a half percent a year”
90d +5.2%
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
2026-04-20 SPX bearish Jeremy Grantham · video
US equities are at one of the two or three highest valuations in market history while the macro backdrop—population decline, climate change, geopolitics, trade war, and actual live wars—represents one of the most dangerous and growth-limiting environments…
“one of the two or three highest price markets in the history of business... this is a fraught, dangerous, growth limiting world”
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
2026-04-20 Big Tech bearish Jeremy Grantham · video
The MAG 7 have begun rolling over from recent highs in a pattern historically seen only in the late stages of the 1929, 1972, and 2000 bubbles, where prior market leaders turned down while blue chips briefly held up before a broader collapse
“the strangest condition of all... only happened in 1929, 1972 and 2000 and never in between”
90d -7.7%
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
2026-04-17 Em Equities bullish Jeremy Grantham · video
Emerging markets offer attractive valuations relative to the US and were explicitly cited as 'nice opportunities' in the current overvalued global environment
“there are nice opportunities emerging international and so forth.”
90d +1.4%
Jeremy Grantham with Edward Chancellor
2026-04-17 SPX bearish Jeremy Grantham · video
US market is as overpriced as 1929 or 2000 bubble peaks, operating in an 'unbelievably dangerous environment on every level', making it the single factor bet that matters most
“This is just as inefficient as 1929 or 2000.”
90d -6.0%
Jeremy Grantham with Edward Chancellor
2026-04-17 NON-US / INTERNATIONAL EQUITIES bullish Jeremy Grantham · video
International and emerging markets are reasonably valued relative to the overpriced US market, and while a US collapse would drag them down temporarily, they would rally back much faster
“Buy everything else is okay... on a buy and hold basis you do very well.”
Jeremy Grantham with Edward Chancellor
2026-04-17 Commodities Broad bullish Jeremy Grantham · video
The 100-year secular decline in real commodity prices ended ~15 years ago; after a sideways volatile interim, prices are set to trend higher as resource scarcity becomes structural
“the era of plentiful cheap resources is gone forever”
90d +0.6%
Jeremy Grantham with Edward Chancellor
2026-04-17 short SPX / long SPX pair Jeremy Grantham · video
US equities are as overpriced as 1929 and 2000 (a bubble by every measure), while international ex-US markets are reasonably valued and have already outperformed — the divergence favors a long-ex-US / avoid-US positioning until the S&P corrects
“my argument was only with the US market. Don't touch it. Buy everything else”
90d +0.0%
Jeremy Grantham with Edward Chancellor
2026-03-23 Quality Stocks bullish Jeremy Grantham · video
If forced to hold US equities, quality stocks offer survivability in a severe downturn as demonstrated by Coca-Cola-type companies in 1929 versus value stocks that went bust in the Depression
“If you had to own US, you have to own quality stocks because they have survivability”
90d +11.5%
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-23 GREEN TECHNOLOGY VENTURE CAPITAL bullish Jeremy Grantham · video
Early-stage green technology investments offer asymmetric upside — a small number of breakthroughs in areas like geothermal, fusion, or carbon capture could be transformative, justifying the high failure rate
“If the one in 50 hit, one in 100, and really make a difference, it might be worth it”
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-23 NON-US DEVELOPED VALUE STOCKS bullish Jeremy Grantham · video
Non-US developed value stocks offer superior returns relative to overpriced US equities and should be owned in place of US market exposure
“You should be owning non-US stocks, developed value stocks, and emerging country value stocks”
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-23 NVDA bearish Jeremy Grantham · video
Nvidia mirrors Amazon in the dot-com bubble — the AI capex investment thesis is real but almost certain to be overdone by human nature, making Nvidia the likely leader in the eventual AI bubble bust
“Nvidia looking like Amazon squared...that's why the investment program is almost certain to be overdone”
90d -18.9%
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-23 Em Equities bullish Jeremy Grantham · video
Emerging market value stocks are attractively priced relative to US equities and represent a better return opportunity given US overvaluation
“You should be owning non-US stocks, developed value stocks, and emerging country value stocks”
90d +24.9%
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-23 SPX bearish Jeremy Grantham · video
US stocks are too high-priced from top to toe relative to historical valuation norms, making them unattractive relative to non-US alternatives
“The US is simply too high-priced from top to toe”
90d -13.9%
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-23 long NON-US DEVELOPED VALUE STOCKS / long Em Equities / short SPX pair Jeremy Grantham · video
US equities are overvalued 'from top to toe' while non-US developed value and emerging market value stocks offer superior risk-adjusted returns — the rotation out of US into international value is the central portfolio call
“US stocks are not the thing to own...you should be owning non-US stocks, developed value stocks, and emerging country value stocks”
90d +5.5%
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
2026-03-16 Quality Stocks bullish Jeremy Grantham · video
High-quality stocks have historically outperformed the broader market by ~0.5% annually in perpetuity, a persistent anomaly that GMO built into its portfolios as a near-free lunch
“the AAA stocks actually have slightly outperformed... 8 and a half and that is ridiculous”
90d +11.7%
"U.S. Market In A Major Bubble... " - Jeremy Grantham
2026-03-16 International Dev owns Jeremy Grantham · video
Non-US equities have moved from cheap to reasonably priced but remain dramatically more attractive versus the US bubble valuation, and Grantham is personally positioned long in family accounts with a target to begin reducing only after a further ~20% gain
“compared to the US, they are so brilliant. I would stand my ground. Indeed, in my family accounts, that's precisely what I'm doing”
90d +11.2%
"U.S. Market In A Major Bubble... " - Jeremy Grantham
2026-03-16 SPX bearish Jeremy Grantham · video
US equities are in a major bubble with a PE of ~31 that historically has always reverted toward 17, guaranteeing a major bear market when it does
“if the current PE which is 31 comes down to 17 anytime in the next 10 years will it guarantee a major bare market... the vote was 100%”
90d -13.1%
"U.S. Market In A Major Bubble... " - Jeremy Grantham
2026-03-16 AI/INTERNET INVESTING (NEAR-TERM) bearish Jeremy Grantham · video
AI and internet-related investing is being overdone near-term and will suffer a significant correction regardless of long-term potential, as authorities remain complacent
“internet investing near-term... will be overdone and it will have a buff”
"U.S. Market In A Major Bubble... " - Jeremy Grantham
2026-03-16 GOLD neutral Jeremy Grantham · video
Precious metals lack dividends and practical utility, and Grantham's personal experience with them has been so poor he advises avoiding them despite their long history as stores of value
“I'm psychologically crippled now on precious metals... I think I should leave them alone”
"U.S. Market In A Major Bubble... " - Jeremy Grantham
2026-03-16 REGENERATIVE FARMING / SUSTAINABLE AGRICULTURE bullish Jeremy Grantham · video
The world needs to transition to more sustainable farming practices, creating long-term investment opportunity in regenerative agriculture as a necessary structural shift
“regenerative farming... we need to farm in a more sustainable way”
"U.S. Market In A Major Bubble... " - Jeremy Grantham
2026-03-16 AI/INTERNET STOCKS bearish Jeremy Grantham · video
Near-term AI and internet investing will be overdone and experience a bust following the pattern of every prior technology bubble, regardless of long-term secular merits
“internet investing near term...it will be overdone, and it will have a bust”
"U.S. Market In A Major Bubble... " - Jeremy Grantham

Showing the 60 most recent of 114 tracked stances.

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