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Macro Economy•12 April 2026•

1 min read

Jeremy Grantham Warns AI Boom Masks Deep Structural Global Economic Crises

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Key Facts

1Legendary investor Jeremy Grantham argues that the AI boom masks deeper structural crises, including falling fertility rates and shrinking populations.

2Grantham pointed out that the depletion of natural resources represents a long-term threat currently ignored by the market.

Legendary investor Jeremy Grantham has issued a stark warning, suggesting that the current market enthusiasm for Artificial Intelligence (AI) is obscuring significant existential threats. Grantham, the co-founder of GMO, argues that structural issues such as falling fertility rates and shrinking global populations pose a severe long-term risk to the economy. Furthermore, he highlighted that the depletion of essential natural resources remains a critical factor that the broader market is currently overlooking. While AI is a transformative technology, Grantham believes it cannot fully mitigate the economic drag caused by a declining global workforce. These warnings serve as a cautionary note for investors in major indices like SPY and QQQ, who may be overly focused on short-term tech gains. Ultimately, Grantham's perspective emphasizes a return to fundamental macro realities over speculative momentum.