Jeremy Grantham
GMO
Photo: editorial use
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
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.
BearishThe Crash Question
Sell all your US tech stocks; a 70% decline would not be unexpected
Jeremy Grantham · GMO · Diary of a CEOBearishBitcoin & Crypto
Bitcoin will certainly go to zero (he hedges: in the distant future)
Jeremy Grantham · GMO · Diary of a CEOBearishSpaceX
SpaceX will fail to deliver its prospectus promises (and he owns it)
Jeremy Grantham · GMO · Diary of a CEOBullishGlobal Equities
Own equities outside America; they do okay over 10-20 years
Jeremy Grantham · GMO · Diary of a CEOBearishAI Winners & Chips
Of the Mag 7 AI race, there'll be only one survivor
Jeremy Grantham · GMO · Diary of a CEOBearishThe Crash Question
Not confident US equities will be intact in 5 to 10 years
Jeremy Grantham · GMO · Diary of a CEOBearishThe Crash Question
When this bubble breaks, expect a recession among the worst since the Depression (1972 analogy)
Jeremy Grantham · GMO · Diary of a CEOBearishAI Winners & Chips
The Mag 7 were seven monopolies; now they fight to one survivor, six of seven lose
Jeremy Grantham · GMO · Diary of a CEOFollow Jeremy Grantham
One short email when Jeremy puts a new call on the record, and when a verdict lands on one. Plain words, free.
Before you trust the call, check the record.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard · The data
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard · The data
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.