Asset Allocation
April 2026
77 minutes

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625

Owen Lamont and Randy Cohen discuss liquid private equity, public market proxies, and how investors think about concentration and bubbles.

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AI
December 2025
46 minutes

Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

The Insightful Investor

Rajiv Jain explains why AI hype resembles past bubbles, outlines concentration risk, and highlights selective opportunities in quality emerging market […]

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Markets
October 2023
110 minutes

Jeremy Grantham, Bubble Historian

The Compound and Friends

GMO’s Jeremy Grantham discusses the evolution of bubbles in relation to the market today, the quality factor and GMO’s entrance […]

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Portfolio Management
October 2023
50 minutes

Big Market Delusions

The Compound and Friends

Rob Arnott shares lessons from the tech bubble, how AI may impact the economy and markets, smart beta, and more.

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Markets
February 2022
56 minutes

Jeremy Grantham: The U.S. Market Is in a Super Bubble

Jeremy Grantham discusses signs of a US market super bubble, how inflation and commodity prices can pressure valuations, and why […]

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Markets
August 2021
48 minutes

Jeremy Grantham: we’re in one of the greatest bubbles in financial history

Jeremy Grantham discusses today’s historic market bubble, how inequality and inflation interact with valuations, and why climate change could reshape […]

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Portfolio Management
July 2021
55 minutes

Rob Arnott on Inflation, Bubbles and the Future of Value Investing

Rob Arnott discusses inflation risks, how to identify asset bubbles, and why value investing’s struggles may not be explained by […]

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Markets
December 2020
79 minutes

Rational Minds Part 3: Rethinking Bubbles – Vernon Smith

Vernon Smith rethinks market bubbles, experimental economics and investor behavior through the lens of his Nobel-winning research.

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Miscellaneous
May 2019
13 minutes

Special Episode: The Myth of the Tulip Bubble

Anne Goldgar discusses the real history of the Dutch tulip mania, challenging popular myths about one of finance’s most cited […]

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