Jeremy Grantham says the AI bubble is here—this preview shows what he claims to do about it
Based on the show notes, this episode features investor Jeremy Grantham arguing that today’s AI boom is a historic bubble and outlining how he says people should protect their money. It also appears to widen into housing, crypto, inequality, and fertility risks from chemicals and microplastics.
This is a preview based only on the published show notes and chapter list, not a recap of the full audio. If you’re curious about bearish market arguments, this episode looks designed to deliver them in a big way. The guest is Jeremy Grantham, introduced here as the co-founder of GMO and a long-term investment strategist, and the notes frame him as someone known for warning about past bubbles. The central pitch is clear: he believes the AI boom is not just overheated, but potentially the biggest bubble in American history. From the notes, listeners can expect a mix of macro investing and practical personal-finance angles. The episode promises Grantham’s view on why Wall Street won’t tell investors when to exit, why he says US stocks should be avoided, what portfolio approach he recommends before a crash, and how he thinks about crypto, Bitcoin, salary investing, and building wealth in your 30s. There’s also a notable housing angle, with the claim that house prices need to fall 30%. What makes this episode broader than a standard market interview is how far it seems to range beyond investing. The chapter list suggests discussion of AI’s social risks, job replacement, SpaceX, wealth inequality, taxes, and even environmental health topics like microplastics, pesticides, fertility, and toxic chemical exposure. This may be a strong pick if you want a provocative, wide-ranging conversation that connects markets, technology, and social trends through a distinctly skeptical lens. If you’re mainly looking for a narrow AI investing thesis, expect the conversation to branch well beyond that.
About this episode
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”. Jeremy Grantham's comments are all his personal opinions and not the opinions of GMO. He explains: ◼ Why Wall Street will never warn you when to get out of the market, and what to do instead ◼ The exact portfolio Jeremy recommends to protect your money before the crash ◼ What everyday chemicals in your food and cosmetics are doing to your fertility ◼ Why house prices need to fall 30%, and what it means for your finances ◼ Why the AI boom won't automatically lead to higher profits, and what to buy instead Chapters 00:00:00 Who Is Jeremy Grantham? 00:02:34 Will AI Become The Next Financial Bubble? 00:06:38 How Jeremy Grantham Built An Investing Empire 00:07:45 The Most Money He's Ever Managed 00:08:09 Are You A Billionaire? 00:08:58 What Happens When The AI Bubble Bursts? 00:11:15 How AI Will Change Everyday Life 00:12:33 The Investing Strategy For Right Now 00:17:52 Why You Should Avoid US Stocks 00:19:54 Why Investment Advisors Mislead Clients 00:25:32 Advice For Entrepreneurs Right Now 00:28:22 The Real Risks Of AI 00:29:21 Should AI Have A Maternal Instinct? 00:34:06 What Happens If AI Lacks Benevolence? 00:35:44 The Battle Between The Magnificent 7 00:39:10 Ads 00:41:19 Which Jobs AI Will Replace First 00:43:41 Will SpaceX Eventually Fail? 00:49:52 Should You Invest In SpaceX? 00:50:02 The Most Valuable Skill For The Future 00:51:04 Is Society Declining And What Comes Next? 00:53:25 What History Says About Wealth Inequality 00:55:58 Should The Rich Pay More Tax? 00:57:21 How To Build Wealth In Your 30s Today 00:59:31 How To Invest Your Salary Wisely 01:02:20 Should You Own Crypto? 01:03:14 Will Bitcoin Eventually Go To Zero? 01:03:27 Is Property Still A Good Investment? 01:04:37 Ads 01:06:50 What's Really Causing The Baby Bust? 01:10:50 When Could Sperm Counts Reach Zero? 01:13:47 How Microplastics Affect Fertility 01:16:04 How Pesticides Impact Fertility 01:21:05 How To Reduce Toxic Chemical Exposure 01:22:16 Why US Products Are More Toxic 01:26:52 How To Stay Healthy In A Toxic World 01:33:17 The Most Important Thing We Missed 01:34:57 Should You Move Countries Right Now? 01:35:18 The Flaw That Destroys Societies 01:38:44 The Best Places To Live Today 01:40:02 What Would You Do If Failure Was Impossible? You can purchase ‘The Making of a Permabear: The Perils of Long-term Investing in a Short-term World’, here: https://link.thediaryofaceo.com/8zyh6RB The Diary Of A CEO: ◼ Join DOAC circle here - https://doaccircle.com/ ◼ Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook ◼ The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt ◼ The Diary Of A CEO Conversation Cards: https://linkly.link/2hm7r ◼ Get email updates - https://bit.ly/diary-of-a-ceo-yt ◼ Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb Sponsors: Stan - Visit https://coach.stan.store/?ref=stevenbartlett&utm_source=youtube&utm_medium=podcast&utm_campaign=episode11 Pipedrive - https://pipedrive.com/CEO HeyGen - https://heygen.com/doac