Grantham's investment philosophy is not to predict when bubbles will occur, but to recognize them when they have clearly arrived and identify the cheap alternatives available to hide in when they burst.

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Speaker

Jeremy Grantham

Evidence Quote

I didn't predict the bubbles. I said that they had arrived when they arrived...I can do is wait until they appear. They always seem pretty darn obvious.

Source

Jeremy Grantham: Lessons from 60 Legendary Years of InvestingThe Master Investor Podcast with Wilfred Frost
Created: 8/12/2026, 6:39:12 PM

My Notes

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