About this episode
Jeremy Grantham discusses the impact of artificial intelligence on Big Tech and investment strategies.
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. 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 Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
People in this episode
Host: Peter Thal Larsen
Guest: Jeremy Grantham
Topics covered
- AI bubble
- stock market
- investment strategies
- Big Tech competition
- long-term investing
Keywords
- AI
- stock market
- investment
- Big Tech
- Jeremy Grantham
- GMO
- perma-bear
- mean reversion
- long-term investing
Mentioned in this episode
Organizations: GMO, Big Tech, Breakingviews
Books & works: The Making of a Permabear: The Perils of Long-term Investing in a Short-term World, Why investors can still believe in mean reversion, Victorian real mania has lessons for AI investors
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