What podcasts say about Jeremy Grantham
Every statement, with the speaker, the exact quote and the moment it was said.
What Jeremy Grantham has said on podcasts
37 statements · 12 positive · 23 negative · 1 mixed · 1 neutral
Investors should avoid U.S. stocks.
“Don't own U.S. stocks. That's a simple strategy that you can act on.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:04
Investors with large U.S. technology positions should sell them.
“my personal advice would be to sell them all”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:15
Bitcoin will eventually reach zero.
“Yes, it will certainly go to zero.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:32
Current investment markets may represent the largest bubble ever.
“And now we're in the biggest investment bubble that arguably has ever occurred.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 2:09
Artificial intelligence is a historically important technology that will transform everything.
“artificial intelligence is right up there with the railroads. It's one of the defining great ideas of the last couple of hundred years. It's going to change everything.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 5:27
The current AI investment bubble could peak soon.
“it would be compatible with history for the peak to be very soon”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 6:53
High-flying AI and growth stocks could decline 70%.
“A 70% decline would not be unexpected.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 10:47
A major market crash tends to put the economy under stress.
“the economy tends to be under some stress”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 12:46
Investors should always diversify their portfolios.
“rule number one is always be diversified”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 13:52
Diversified portfolios should include bonds, cash, and possibly precious metals.
“It means wholesome bonds, wholesome cash, perhaps a small amount of precious metals like gold and silver.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 13:57
Property is currently expensive relative to historical standards.
“Property is fine, except it's pretty darn expensive by historical standards.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 17:16
Stock investors should favor non-U.S. equities over U.S. equities.
“if you have to own stocks, own them outside America. Don't own U.S. stocks.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 19:02
U.S. equities may not remain intact over five to ten years.
“I'm not confident that U.S. equities will be intact in five years, 10 years.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 19:46
The U.S. stock market is more expensive now than during the 2000 tech bubble.
“this is a higher price market I believe than 2000.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 20:23
Businesses should prepare for impending economic problems.
“Just brace yourself for impending problems”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 27:38
Experts disagree whether AI will create abundance or destroy humanity.
“There is absolutely no agreement on whether AI is going to make us all so rich we can sit on the beach and never do another day's work, or it will wipe us out accidentally or on purpose”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 29:54
Advancing AI without carefully engineered benevolence is extremely risky.
“that is going to be extremely risky, isn't it?”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 31:28
AI and robotics are very likely to cause significant job disruption.
“Very likely that there will be significant job disruption.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 43:49
SpaceX will fail to deliver most of its promised outcomes.
“I think it will fail to deliver anything like its promises in the prospectus. Yes, absolutely.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 44:43
Starlink is a good idea and currently generates revenue.
“Starlink, great idea by the way, makes money”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 45:04
Human settlement on Mars would currently be effectively one-way.
“Going to Mars is not within the laws of physics. Really. It's a one way ticket to Mars for starters.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 49:02
Young people should pursue engineering or other practical skills.
“be an engineer, do something really useful that will come in handy if things start to unravel.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 51:33
Civilizational complexity may begin to unravel.
“I think there's quite a good chance that the level of complexity of our civilization will start to unravel.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 52:04
Economic inequality is currently the biggest economic problem.
“I think that's the biggest economic problem.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 53:24
Governments should tax wealthy people and support poorer people.
“We need to tax the rich and help the poor.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 57:26
Average investors should buy broad-based non-U.S. equity indexes.
“Buy a broad based index of non US equities.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:00:58
A portfolio could allocate 60% to non-U.S. equities, 5–10% to metals, and the remainder mainly bonds.
“For like 60% of your money and then 5 or 10% in precious metals. And if it's convenient and sensible. Hold a bit of real estate. And the rest I'd put in bonds.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:01:04
Bitcoin will eventually reach zero, though the timing may be distant.
“Yes, it will certainly go to zero, but it may take a long time”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:04:18
Within 20–25 years, the average young couple may need fertility assistance.
“in 20 to 25 years, the average young couple will need help getting pregnant.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:13:49
Men reporting healthier produce consumption had double the sperm count of the least healthy group.
“the guys who reported to eat the least bad versus the quarter that ate the worst, there was a doubling of sperm count.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:17:44
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.