GMO co-founder and long-term investment strategist Jeremy Grantham sat down with Steven Bartlett on The Diary of a CEO, one of the world's most-watched business podcasts, for a conversation across topics ranging from investing to the environment.
Drawing on more than six decades of studying speculative bubbles — from the Nifty Fifty to Japan in 1989 to the dot-com crash — Jeremy makes the case that today's AI-driven U.S. equity market shows the hallmarks of the largest investment bubble in American history.
He also shares his views on portfolio positioning and what he'd say to entrepreneurs and young investors navigating today's environment.
Watch the full conversation on YouTube >
Disclosure: Jeremy Grantham's comments are his own personal views and do not necessarily reflect the views of GMO.