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Bubble

4 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 6, 2019 by Jon Hirtle · across every show →

Everything said about Bubble, oldest first

May 6, 2019 positive
Insight
Dynamic asset allocation only works for avoiding once-a-decade market bubbles
“Where I am on that is that you can, if you are careful when you do it, and you respond to very strong signals. So it may happen once every 10 years, but if you can avoid a bubble by doing that dynamic asset allocation, it's hugely impactful”
Jon Hirtle May 6, 2019 ▶ 17:01 Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
Jul 17, 2023 bearish
Opinion
Klarman: Markets have not begun to sort out the everything bubble
“I'm not convinced that we've even begun to sort out that bubble.”
Seth Klarman Jul 17, 2023 ▶ 1:03:47 Seth Klarman – Timeless Value Investing (EP.328)
Mar 23, 2026 neutral
Insight
Grantham: Spotting bubbles is easy, but timing them is impossible
“Seeing the bubble is easy. Getting the timing right is apparently impossible.”
Jeremy Grantham Mar 23, 2026 ▶ 35:58 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Mar 23, 2026 bearish
Prediction Open · timeframe Mar 2027
Grantham: The AI bubble will break, led down by Nvidia
“This is exactly where you'd expect the bubble to break, and you would expect, other things being even, that it will be let down by NVIDIA, followed closely by the other giants.”
Jeremy Grantham Mar 23, 2026 ▶ 49:01 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
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