JEREMY GRANTHAM está certo sobre a próxima BOLHA?

🧠 Learn to invest with me in Brazil and around the world: https://auvp.net/?id=2000e2008 Jeremy Grantham, the investor known for anticipating the dot-com bubble in 2000 and the 2008 financial crisis, has returned to the spotlight with a strong message: sell American stocks, distrust Artificial Intelligence, and treat Bitcoin as an asset that could go to zero. But does this warning make sense for those who invest in the financial market today? In this episode of Conexão Capital, Manoel Neto analyzes the main points of Grantham's speech and separates what is a legitimate warning from what may be an exaggeration. The video covers topics such as the AI ​​bubble, the valuation of the S&P 500, expensive American stocks, Bitcoin, crypto ETFs, SpaceX, Starlink, and the risk of transforming strong opinions into radical investment decisions. The big question is not to ignore the risks. The American market is indeed trading above historical averages in several indicators, and moments of technological euphoria tend to attract excess capital. This was the case with railroads, with the internet, and it could happen again with Artificial Intelligence. The problem is that a technology can change the world and, at the same time, generate bad investments when the price paid for it is too high. AI bubble, Bitcoin, and American stocks: warning or exaggeration? The episode also discusses why absolute statements, such as "Bitcoin will go to zero" or "no one should own American stocks," require much more evidence than just authority. The financial market is made of probabilities, not certainties. Therefore, the analysis shows the difference between recognizing real risks and making decisions based on fear, headlines, or categorical predictions. In the end, the biggest lesson from Jeremy Grantham's interview is not about selling everything or buying a single protective asset. It's about understanding that getting a diagnosis right doesn't mean getting the timing right. For the long-term investor, diversification, quality fixed income, liquidity, international exposure, and risk management remain fundamental pieces for navigating different scenarios. Follow Conexão Capital on AUVP Capital to understand the financial market in depth, with data and critical insight, without promises of profitability and without individual investment recommendations. Subscribe to the channel and continue following analyses on stocks, fixed income, Bitcoin, the American market, the global economy, and intelligent wealth building. 00:00 AI, bubbles, and Bitcoin going to zero 00:42 Who is Jeremy Grantham and why does the market listen? 02:41 What makes sense in the warning about bubbles? 05:14 Expensive valuation in the American market 06:36 Where do the exaggerations about Bitcoin begin? 09:29 SpaceX, Starlink, and the risk of generalizing 10:56 Does selling all American stocks make sense? 13:20 Getting the diagnosis right isn't the same as getting the timing right 16:05 Portfolio, diversification, and risk management USEFUL VIDEOS 👑 How to build your investment portfolio    • COMO CRIAR UMA CARTEIRA DE INVESTIMENTOS C...   ⚠️ How to learn to invest without taking a course?    • COMO APRENDER A INVESTIR SOZINHO SEM FAZER...   💸 How did the rich really get rich?    • Como os ricos ficaram ricos? Isso ninguém ...   🤯 The 8 biggest mistakes of the MIDDLE CLASS    • As 8 maiores BURRICES da classe média!