Jeremy Grantham

GMO

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Where they stand

Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.

BearThe Crash Question 2026

Sell all your US tech stocks; a 70% decline would not be unexpected

Jeremy Grantham · GMO · Diary of a CEO

3 who lean the other way8 more from Grantham

BearBitcoin & Crypto 2026

Bitcoin will certainly go to zero (he hedges: in the distant future)

Jeremy Grantham · GMO · Diary of a CEO

39 who lean the other way8 more from Grantham

BearSpaceX 2026

SpaceX will fail to deliver its prospectus promises (and he owns it)

Jeremy Grantham · GMO · Diary of a CEO

9 who lean the other way8 more from Grantham

BearHousing hedged · 2026

House prices could come down 30%

Jeremy Grantham · GMO · Diary of a CEO

7 who lean the other way8 more from Grantham

BullGlobal Equities 2026

Own equities outside America; they do okay over 10-20 years

Jeremy Grantham · GMO · Diary of a CEO

5 who lean the other way8 more from Grantham

BearAI Winners & Chips 2026

Of the Mag 7 AI race, there'll be only one survivor

Jeremy Grantham · GMO · Diary of a CEO

28 who lean the other way8 more from Grantham

BearThe Crash Question 2026

Not confident US equities will be intact in 5 to 10 years

Jeremy Grantham · GMO · Diary of a CEO

3 who lean the other way8 more from Grantham

BearThe Crash Question leaning · 2026

When this bubble breaks, expect a recession among the worst since the Depression (1972 analogy)

Jeremy Grantham · GMO · Diary of a CEO

3 who lean the other way8 more from Grantham

BearAI Winners & Chips 2026

The Mag 7 were seven monopolies; now they fight to one survivor, six of seven lose

Jeremy Grantham · GMO · Diary of a CEO

28 who lean the other way8 more from Grantham