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Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist | #397

The Meb Faber Show - Better Investing

CHAPTER

The Future's Unpredictable

We are basically running out of resources, he says. Since china slowed down in 20 11, the cafex has dwindled way down. We 're getting very tight on both labor and important raw materials. As we gear up to decarbonize, we'll be bumping our heads almost guaranteed with shortages from time to of these critical metals. And then you have the problem of labor, which, in ha short term basis, everyone's saying, where have they all gone? But i can tell you where they've gone. There is no improvement in the baby output. Over the last 20 years, we have slightly been declining. So we can guarantee, since they are already alive

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