AI is overhyped, US markets are grossly overvalued, and a recession is imminent, according to Jeremy Grantham. Without the AI frenzy, stocks would have fallen another 20% or 30% in 2023, the investor claimed. Foreign conflicts, particularly at a time when asset values are at all-time highs, are a concern for Grantham. Jeremy Grantham has warned that stocks are ridiculously overpriced and will likely struggle, artificial intelligence is a bubble that will eventually burst, and the economy will experience a mild recession or worse. In a recent interview with ThinkAdvisor, the founding and long-term strategist of fund manager GMO advised against investing in US stocks. “They’re almost ridiculously higher priced than the rest of the world,” he stated. “This year will be difficult for the stock market,” he said. In comparison to overseas competitors, American companies’ profit margins are at all-time highs, he continued, putting equities in “double jeopardy” as both earnings and multiples could decline. Market historian Grantham warned of a multi-asset “superbubble” at the beginning of 2022, saying it burst that year when the tech-heavy Nasdaq Composite fell 33% and the S&P 500 fell 19%. He said that the sell-off was “rudely interrupted” by the AI craze in early 2023, which “changed the flight path of the entire stock market.” Stocks would have fallen another 20% or 30%, he claimed. “AI isn’t a hoax, as bitcoin basically is,” the seasoned investor declared, but he also added that the “incredible euphoria” around it wouldn’t endure. Nevertheless, he predicted that within the ensuing few decades, it might prove to be just as transformative as the internet. Despite strong GDP growth of 3.3% in the fourth quarter, low unemployment, annualized inflation below 4% in December, and the possibility of many rate cuts this year, Grantham also released a dire assessment for the US economy. However, there appears to be problems ahead given the inverted yield curve and the extended drops in key economic indicators. He predicted that “the economy will get weaker.” “We’ll have, at least, a mild recession.” Grantham also flagged the threat posed by conflicts in Ukraine and the Middle East, warning that wars can