
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
Jun 18, 2026 - 01:35:58
Radio and PodcastLive Radio & Podcasts
Jeremy Grantham is known as a permabear and an expert on bubbles so you should not be surprised that he sees an AI-induced bubble today and thinks the market will fall by 50%. He points out that at peaks you always have...
#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn is an episode from Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. J...
This episode belongs to Behind the Balance Sheet.
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Published May 21, 2026, 01:27:32 long, audio available.