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@jessefelder.com

‘Historians may eventually view SpaceX’s public-market debut as “one of the defining peaks of all time. It’s the thing you see around the top,” Grantham said.‘ www.cnbc.com/2026/06/26/j...

cnbc.comJeremy Grantham says this is 'the most expensive market in 'American history'Jeremy Grantham says soaring valuations around AI makes the U.S. stock market historically expensive.

26/6/26, 3:30 pm34 reposts133 likes

@worldlywise.bsky.social

"eventually" 😜

ryansabia.bsky.social

@ryansabia.bsky.social

Grantham was right in 99 and 06 and got ignored both times. the tell here isn't the valuation, it's that the people explaining why AI breaks the old math are the same ones with the biggest positions. if your upside depends on the story holding, you WILL find the reason it holds. happened before.

Peter Christian Hall

@peterchristianhall.bsky.social

This is a much sharper interview with Grantham last week. podcasts.musixmatch.com/podcast/odd-...

podcasts.musixmatch.comJeremy Grantham on How to Tell If a Bubble Is About to Burst Transcript - Odd LotsListen to Jeremy Grantham on How to Tell If a Bubble Is About to Burst by Odd Lots on Musixmatch Podcasts. Listen along with enhanced, synced transcriptions and more.

Patrick Frawley

@geisty.bsky.social

This is not supposed to be a positive statement, right?

predictionmonk technologies

@predictionmonk.bsky.social

👍

@tivoboy.bsky.social

I was calling it an AOL/TIMEWARNER moment a MONTH ago #predictthegrift

@waltnyc.bsky.social

I HATE that I believe there is a 20% probability he is correct. The road seems to be getting a little bumpy here.

@cyclingcycler.bsky.social

How Joe Kernan talked to him was so disrespectful and disgusting. I can’t wait for that clown to retire.

@madmanmark84.bsky.social

I understand and even share his nervousness, but ... I'll be honest, it'd make me nervous to say "I think Jeremy Grantham is right this time!"