Co-founder of the asset manager GMO and a noted market historian, famous for identifying and warning about asset bubbles.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Grantham argues that US equities, especially the highest-flying AI and growth names, are still priced above prior bubble peaks. The actionable read-through is a bearish stance on Nasdaq-style growth exposure rather than a single-company short.