Apparently June is the month to call a bubble if you’re a seasoned fund manager or prognosticator.
Meb had Jim Grant on his podcast last week calling AI one of the greatest bubbles of all-time:
Jim Chanos says the AI capex is bigger than the dot-com bubble:
Jeremy Grantham loves calling for another bubble:
So does Ray Dalio:
I received a question this week about Dalio’s latest market musings:
OK, Ray Dalio…