Monthly Archives: January 2026

Investor emotional cycle is alive and well

Posted on January 22, 2026 by Danielle Park

Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and participants are the most long of all time. … Continue reading →

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Grantham Sees an AI Bubble — and a Familiar Ending

Posted on January 20, 2026 by Danielle Park

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 … Continue reading →

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The History of Money

Posted on January 19, 2026 by Danielle Park

Extremely interesting historical perspective in this discussion; worth a listen. David McWilliams (The History of Money: A Story of Humanity) is a journalist, writer, and economist. David joins the Armchair Expert to discuss having an unusually calm Irish family upbringing, … Continue reading →

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