CNBC Television, Released on 6/26/26 Jeremy Grantham, GMO co-founder and long-term investment strategist, joins ‘Squawk Box’ to discuss the latest market trends, state of the economy, we’re in a bubble and how to know when it will burst, state of the AI boom, SpaceX IPO, and more. Part 1 (part 2 below) Part 2 Jeremy […]
Excess Returns, Released on 5/16/26 Jeremy Grantham joins Excess Returns to discuss The Making of a Permabear, mean reversion, market bubbles, AI, the Magnificent 7, and the long-term lessons investors can take from his career at GMO. We cover why he rejects the simple “permabear” label, how he thinks about valuation and bubbles, why AI […]
Bloomberg Podcasts, Released on 1/19/26 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 bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing […]
WEALTHTRACK, Released on 5/15/25 Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it’s ever been and advises looking overseas for superior values. Jeremy Grantham is a billionaire investor and the co-founder and long-term investment strategist at GMO, one of the world’s most well-respected asset […]
David Rubenstein, Released on 8/17/23 The slow-moving influence of rising interest rates will end up torpedoing the economy, dashing Federal Reserve expectations that a recession can be avoided, according to renowned Wall Street curmudgeon Jeremy Grantham. This interview for “Bloomberg Wealth with David Rubenstein” was recorded August 17th in Boston. *This interview was recorded on […]
WealthTrack, Released on 6/30/23 Jeremy Grantham, investment legend and long-time value investor, warns of a bubble of “epic proportions” in the bond, stock, housing, and commodities markets. Grantham, who has accurately predicted market bubbles in the past, believes that the current market is overvalued and due for a correction. He cites three factors that are […]
