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Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!
⏱ 106 min video · 4 min read25 Jun 2026Worth watching
TL;DR
87-year-old investing legend Jeremy Grantham, who managed $165 billion at peak AUM, warns that the US stock market is in the biggest investment bubble in American history driven by AI euphoria, and argues a 70%+ collapse is imminent. He gives specific alternative strategies for ordinary investors and founders, and discusses the existential risks of AI and robotics.
Key points
1
Grantham calls this the biggest US investment bubble ever, worse than the 2000 tech bubble, with AI stocks potentially facing a 70%+ decline similar to the Nasdaq's 82% drop in 2000.
2
He explicitly advises selling US stocks and US tech holdings, moving into foreign equities (world ex-US, emerging markets, Europe, Japan), bonds, cash, and small amounts of precious metals.
3
Investment advisers will never tell you to exit the market because it is bad for their business — Goldman Sachs and JP Morgan have never once warned clients to get out ahead of any major crash since 1929.
4
SpaceX is cited as a defining indicator of peak bubble euphoria, comparing its prospectus claims about mining asteroids and 25% of global GDP to the South Sea Bubble, and predicting it will fail to deliver on its promises.
5
Grantham warns of significant job disruption from AI and robotics, recommends practical skills and climate-related engineering work for young people, and advises founders to raise as much capital as possible now before funding dries up.
Actionable insights
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Sell US stocks and US tech positions now — Grantham recommends moving into foreign equities via broad indices like world ex-US or emerging markets funds, which have outperformed US stocks since early 2024.
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Diversify into bonds (US Treasury bonds at ~4.5% yield available via treasurydirect.gov or brokers like Fidelity/Vanguard), cash, and a small allocation to precious metals like gold.
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Founders and entrepreneurs dependent on investment capital should raise as much money as possible now and build cash reserves, as funding will likely become very difficult once the bubble bursts.
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Do not rely on your investment adviser to warn you about a market crash — their business incentives are structurally misaligned with your interests, so you must do your own research.
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Avoid crypto entirely — Grantham calls Bitcoin an unnecessary instrument that facilitates nothing except criminal money movement and predicts it will eventually go to zero.
Notable quotes
“The only people who think you can have compound growth on a finite planet are madmen and economists.”
“You will not receive the advice from investment advisers to get your tail out of the market, ever. It is not good business for them to do that, and they will not ever say it to you.”
“SpaceX defines as its addressable market a quarter of the global GDP. People will look back and tell stories about SpaceX and its prospectus, like they tell stories about the South Sea Bubble.”
Worth watching?
✅
Worth watching the full video?
Worth watching if you want to hear Grantham explain the bubble mechanics in his own words and with live charts, but the core warnings and all specific strategies are fully captured here.
Saved you some time? The creator still deserves a like.
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