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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots

Bloomberg Tech · Jun 18, 2026, 8:17 AM · Also reported by 2 other sources

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. (Source: Bloomberg)

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