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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots, Sonic AI
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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
Odd Lots
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Jun 18, 2026
•
1:03:42
Interview
Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
From
Odd Lots
Tracy Alloway
(Host)
•
Joe Weisenthal
(Financial journalist and podcast host)
•
Jeremy Grantham
(Co-founder and Long-Term Strategist, GMO)
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Executive Summary
Jeremy Grantham identifies the current AI-driven market as a 'super-bubble', comparable in scale and revolutionary promise only to the 19th-century railroad bubble.
The investment thesis for the Magnificent Seven is fundamentally changing, as they shift from dominating separate, capital-light monopolies to engaging in a direct, capital-heavy 'dogfight' for AI supremacy.
Grantham argues that the 2022 bear market was prematurely interrupted by the hype around ChatGPT, and classic bubble indicators are now present, such as the most speculative assets peaking while the broad market continues to rise.
Despite his bearish outlook on market valuations, Grantham advocates for a long-term, fundamentals-based investment approach, distinguishing his specific bubble calls from a 'permabear' stance.
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Historical Bubble Analysis
The Shifting Dynamics of the Magnificent Seven
Identifying a Bubble's Peak
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Processed Jun 18, 2026
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