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Jeremy Grantham
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

Jerry Neumann on the Problem With Investing in AI Right Now

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

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Inside Hudson River Trading's Blistering Token Burn

Citi's Dirk Willer on How You Know When the Bubble Is Over
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