Jeremy Grantham – GMO (Manager Meetings, EP.01)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Climate and Economic Bubbles
This chapter examines the intertwined challenges of climate change and economic instability, emphasizing the urgent need for sustainable financial strategies. It analyzes the historical context of market bubbles, the impact of central bank policies on asset valuations, and the call for green investments. The discussion underscores that while immediate effects of climate risks may vary, the transition to a sustainable economy is critical for future viability.
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