great bubbles

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2026 by Jeremy Grantham · across every show →

Everything said about great bubbles, oldest first

Mar 23, 2026 positive
Insight
Grantham: Navigating major bubbles is all that matters in long-term investing
“The only things that matter in life in investing are the founding, forming, and breaking of the great bubbles. That determines everything. If you can sidestep half of the pain, that will make all the difference in the world.”
Jeremy Grantham Mar 23, 2026 ▶ 35:20 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Mar 23, 2026 neutral
Insight
Grantham: Great market bubbles require genuinely transformative ideas
“If you look back in history, what you find is that the great bubbles are associated with great investment ideas that get overdone. It has to be serious. And ideally, it has to be obviously serious.”
Jeremy Grantham Mar 23, 2026 ▶ 47:13 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
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