Grantham on Diary of a CEO

Well worth the time to listen…

The man who predicted the dot-com crash and the 2007 housing collapse warns that the AI bubble is the biggest in American history. Billionaire investor Jeremy Grantham reveals why it will burst, the exact strategy to protect your money, and why house prices need to fall 30%. Jeremy Grantham is the co-founder of GMO, an institutional investment firm in Boston, and serves as the firm’s long-term investment strategist. He is also the chairman of the Grantham Foundation For the Preservation of the Environment, and co-author of “The Making of a Permabear: The Perils of Long-term Investing in a Short-term World”.  Here is a direct video link.

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