Odd Lots

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

June 18, 2026·59 min·6-min readconversationalbusiness
Podzilla Summary (6 min)
TLDR
Jeremy Grantham, co-founder of GMO and veteran market strategist, joins the All Things podcast to discuss the current AI-driven market frenzy, arguing that today’s valuations—exemplified by SpaceX’s 17% single-day jump to a $2.7 trillion valuation on minimal sales—resemble historical bubb

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Guest

J

Jeremy Grantham

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Jeremy Grantham

Books

The Making of a Perma Bearby Jeremy Grantham

Companies

GMOSpaceXNvidiaMicrosoftQuantumScape

Topics

Artificial IntelligenceBusiness NewsFinancial IndependenceInvestingMacroeconomicsStock Market

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