Robin Greenwood

Robin Greenwood appears in So are we in an AI bubble? Here are clues to look for. as the Harvard Business School professor whose bubble research gives the episode its main empirical frame. He defines a bubble as irrational valuation relative to delivered value, then explains why bubbles are hard to identify while they are happening: new technologies leave enough uncertainty for multiple future narratives to coexist.

The source presents Greenwood’s work as a middle position between confident bubble calling and pure market-efficiency skepticism. His Statistical Bubble Indicators are useful warnings, but the episode says they have limited accuracy and do not prove that AI-linked equities must crash.

Connections

• Statistical Bubble Indicators - indicator checklist attached to Greenwood’s research.
• Eugene Fama and Market Efficiency - skeptical challenge that bubble prediction should be hard if prices already reflect information.
• AI Equity Valuation Risk, Nvidia, and S&P 500 - AI-market application in the source.
• Bubble Necessary Conditions and Speculative Bubble Psychology - adjacent wiki bubble frameworks.