Jeremy Grantham on How to Tell If a Bubble Is About to Burst

2026-06-18 · 60 min · 13 entities

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→ appeared on Odd Lots podcast

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Jeremy Grantham on How to Tell If a Bubble Is About to Burst
→ discusses Business concept

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→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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Feed category: Business News

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mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Jeremy Grantham person

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Jeremy Grantham on How to Tell If a Bubble Is About to Burst

podcasts 1

appeared on Odd Lots podcast

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evidence rules-v4
Jeremy Grantham on How to Tell If a Bubble Is About to Burst

Episode description as stored

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. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — plus unlimited access to the site and app. Sign up at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.