The renowned permabear thinks the market is frothy but doesn’t see signs of an imminent crash.
Veteran investor Jeremy Grantham compared the AI boom to the railroad and internet bubbles, and said the chances it won't ...
The GMO co-founder explains why most investing “premiums” boil down to value—and why AI’s promise doesn’t spare it from a ...
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...
Far-reaching, worthwhile discussion in this segment.
GMO warns that AI stocks are exhibiting the classic signs of being in a bubble. The firm sees parallels to the dot-com bubble, citing high valuations and speculation. Instead of AI, the firm likes ...
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It’s been a hectic week. Take some time to zoom out with the Merryn Talks Money big interview.
Jeremy Grantham said there is a 25 percent chance that China, the world's second-largest economy, will “stumble” by next year over imbalances such as too much capital spending, an overheating real ...