A stock market veteran’s view on the AI bubble: podcast

Goldman Sachs

02/06/2026 05:37

The host is a Reuters Breakingviews columnist. The opinions expressed are his own.
By Peter Thal Larsen

    LONDON, June 2 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.  
     

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Jeremy Grantham’s investment firm GMO made its name betting against the mania of the late 1990s and the mid-2000s housing boom. In this episode of The Big View, he tells Peter Thal Larsen how artificial intelligence has forced Big Tech firms into a fight to the death.
     
Follow Peter Thal Larsen on Bluesky and LinkedIn.
     
FURTHER READING
Jeremy Grantham and Edward Chancellor: The Making of a Permabear: The Perils of Long-term Investing in a Short-term World
Breakingviews: Why investors can still believe in mean reversion
Breakingviews: Victorian real mania has lessons for AI investors
     
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(Editing by Oliver Taslic; Production by Aditya Srivastav)
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