Jeremy Grantham: Distinguishing Great Technology From Great Investments (opens in new tab)

Few investors have spent as much time studying market bubbles as Jeremy Grantham. Over the course of his career, the GMO co-founder correctly identified some of the most significant speculative episodes of the modern era, including the Japanese asset bubble, the dot-com boom, and the excesses that preceded the Global Financial Crisis. Today, Grantham believes investors are once again confronting a familiar situation.