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Insightful Investor

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

Mar 19, 2024
Jeremy Grantham, Co-Founder of GMO, discusses investment bubbles, AI impact on markets, monopoly dominance in America, climate change urgency, and the decline of natural services due to short-term profit-oriented practices. He also explores the accelerating impact of AI on technology and sustainability.
01:42:10

Episode guests

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Quick takeaways

  • Grantham stresses the importance of adapting to market shifts and challenges in investing.
  • Declining birth rates globally pose future workforce crisis due to societal, economic, and lifestyle factors.

Deep dives

Jeremy Grantham's Interest in the Stock Market and History

Jeremy Grantham shares that his interest in the stock market was sparked by buying and selling shares as a young man, leading to a fascination with market dynamics and the randomness of stock recommendations. He discusses how his love for studying history, including stock market history, ties into his curiosity about what drives the markets at a deeper level.

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