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Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!
In this episode I summarize and discuss a recent interview with veteran value investor Jeremy Grantham, in which he explains how he thinks the deflation of a financial markets super-bubble is currently being prolonged by an emerging mini-bubble in artificial intelligence (AI). Timestamps: 00:00 Jeremy Grantham Super-Bubble Intro 00:45 Who is Jeremy Grantham? 01:21 Grantham's prediction track record 02:21 Super-Bubble stages, including the emerging AI mini-bubble 05:45 Is this a big bear market rally? 07:54 The AI hype cycle 08:59 Prolonged Super-Bubble deflation 10:08 Time to take AI stock…
The skinny
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