Jeremy Grantham: How to predict a stock market bubble - and why NVIDIA may lead the Mag 7 crash

This week Wilf speaks to the man who has predicted some of the biggest stock market bubbles of the last 5 decades - Jeremy Grantham - who, on the day that NVIDIA hits $4trn market cap predicts that we are nearing the top of another major bubble, likening Nvidia's success to the "guy selling shovels at the peak of the gold rush". Striking a very bearish note on the US Magnificent 7, he discusses the pain that predicting crashes too early causes finance professionals but how private individuals have advantages as long as they step back and look at the data, as he shares his advice for investors following a legendary career. The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world. Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions. You can follow Wilfred Frost on X: https://x.com/WilfredFrost Listen to this podcast at: Master Investor website: https://events.masterinvestor.co.uk/p... Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1sUFmQr... Podbean App: https://www.podbean.com/pw/pbblog-d7h... Amazon Music: https://music.amazon.com/podcasts/aee... iHeartRadio: https://iheart.com/podcast/278446784 PlayerFM: https://player.fm/series/3668867 Podchaser: https://www.podchaser.com/podcasts/th... BoomPlay: https://www.boomplaymusic.com/podcast... Keep in touch: Web | https://masterinvestor.co.uk Substack | https://masterinvestoruk.substack.com Newsletter | https://masterinvestor.co.uk/subscribe X | https://x.com/masterinvestor Facebook |   / masterinvestor   LinkedIn |   / masterinvestor   TikTok |   / masterinvestoruk  

Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity
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Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity

Stephanie Pomboy: Has The Grand Game Just Changed?
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Stephanie Pomboy: Has The Grand Game Just Changed?

Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots

Market Bubble Trigger: 'Immediate Recession' Once This Happens Says Big Short's Steve Eisman
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Market Bubble Trigger: 'Immediate Recession' Once This Happens Says Big Short's Steve Eisman

Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders
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Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders

He Tracked Every Major Bubble for 50 Years | Jeremy Grantham on What AI Can't Change
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He Tracked Every Major Bubble for 50 Years | Jeremy Grantham on What AI Can't Change

GMO's Jeremy Grantham Sees an AI Bubble — and a Familiar Ending | Merryn Talks Money
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GMO's Jeremy Grantham Sees an AI Bubble — and a Familiar Ending | Merryn Talks Money

Ray Dalio: the risks are NOT priced in – here's what happens next
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Ray Dalio: the risks are NOT priced in – here's what happens next

Stop Ruining My Perfectly Good Bear Market | TCAF 226
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Stop Ruining My Perfectly Good Bear Market | TCAF 226

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

Jim Chanos: The AI Bubble Is “Much Worse” Than Dot-Com
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Jim Chanos: The AI Bubble Is “Much Worse” Than Dot-Com

How the AI Boom Could Reindustrialize America
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How the AI Boom Could Reindustrialize America

If You Don't Understand Bonds, You Don't Understand Money
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If You Don't Understand Bonds, You Don't Understand Money

Putin’s Crimea Problem Is About to Get Much Worse | David Petraeus
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Putin’s Crimea Problem Is About to Get Much Worse | David Petraeus

A History of Stock Market Bubbles w/ Legend Investor Jeremy Grantham (TIP650)
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A History of Stock Market Bubbles w/ Legend Investor Jeremy Grantham (TIP650)

How The Toxicity Crisis Could Cause the Next Economic Crash with Jeremy Grantham | TGS 155
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How The Toxicity Crisis Could Cause the Next Economic Crash with Jeremy Grantham | TGS 155

Seth Klarman on Finding Value and Maintaining Discipline
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Seth Klarman on Finding Value and Maintaining Discipline

AI Insider: Things are about to get much worse
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AI Insider: Things are about to get much worse

The Bubble Hasn't Burst Yet | TCAF 110
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The Bubble Hasn't Burst Yet | TCAF 110

Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI
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Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI

I Never Buy More Than 5% | Inside Aswath Damodaran's Personal Portfolio
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I Never Buy More Than 5% | Inside Aswath Damodaran's Personal Portfolio

Jeremy Grantham: Lessons from 60 Legendary Years of Investing
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Jeremy Grantham: Lessons from 60 Legendary Years of Investing

JP Morgan's Michael Cembalest on the Impending Treasury Bust
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JP Morgan's Michael Cembalest on the Impending Treasury Bust

Jeremy Grantham on why this market will fall by 50% but nobody will warn you
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Jeremy Grantham on why this market will fall by 50% but nobody will warn you

Howard Marks: How I Mastered the Markets - My Advice From 50 Years of Investing
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Howard Marks: How I Mastered the Markets - My Advice From 50 Years of Investing

Steve Eisman’s Masterclass on Financial Literacy | The Real Eisman Playbook Episode 24
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Steve Eisman’s Masterclass on Financial Literacy | The Real Eisman Playbook Episode 24

Mike Green: The 'Everything Bubble" is a BIGGER RISK than AI
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Mike Green: The 'Everything Bubble" is a BIGGER RISK than AI

Legendary Short Seller: Fraud Is Hiding Behind Record Highs
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Legendary Short Seller: Fraud Is Hiding Behind Record Highs

20% of Jobs Will Be Gone in 4 Years | Macro Investor Alex Gurevich on AI & Bull Case for Yields
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20% of Jobs Will Be Gone in 4 Years | Macro Investor Alex Gurevich on AI & Bull Case for Yields

Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now
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Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now