25 Jun 2026 · 1 h 45 min
Books from Jeremy Grantham
“Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!”
3 books mentioned
Buy links are Amazon affiliate links. Timestamps come from the audio release (which includes ad breaks), so the video may differ by a few minutes.
The conversation
Billionaire investor Jeremy Grantham warns that the AI stock market is the biggest bubble in American history. He advises selling US technology stocks and diversifying into bonds, foreign equities, and precious metals. The episode also covers societal decline, fertility issues from chemicals, and the need to detoxify capitalism.
Talking points
- AI bubble as biggest in US history
- Selling US tech stocks strategy
- Diversifying into bonds and foreign stocks
- Risks of unaligned AI
- House prices needing 30% fall
- Chemicals harming fertility
- Detoxifying capitalism and societal decline
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