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Podcast: The John Johnston Lounge
Episode: Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!
Description: In this episode I summarize and discuss a recent interview with veteran value investor Jeremy Grantham, in which he explains how he thinks the deflation of a financial markets super-bubble is currently being prolonged by an emerging mini-bubble in artificial intelligence (AI).Timestamps:00:00 Jeremy Grantham Super-Bubble Intro00:45 Who is Jeremy Grantham? 01:21 Grantham's prediction track record02:21 Super-Bubble stages, including the emerging AI mini-bubble05:45 Is this a big bear market rally?07:54 The AI hype cycle08:59 Prolonged Super-Bubble deflation10:08 Time to take AI s...