The Master Investor Podcast with Wilfred Frost BONUS: Jeremy Grantham pt 2 - On Long Term Risks to the Market, and Humanity
Jul 13, 2025
In a thought-provoking discussion, Jeremy Grantham, founder and Chairman of GMO, shares his insights on pressing long-term risks. He highlights the alarming impact of environmental toxicity, particularly pesticides, on human health and fertility. Grantham predicts potential population declines due to these issues. He also examines declining birth rates and their economic repercussions across developed nations. Together, they address the intricate challenges posed by climate change, emphasizing innovation as a key to overcoming skepticism and making progress.
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Major Philanthropic Commitment
- Jeremy Grantham has given away over 90% of his wealth and pledged 95% to charity.
- His foundation has already written checks totaling $750 million, showing personal commitment to causes.
Chemical Pollution Harms Reproduction
- Grantham warns we live in a 'toxic stew' from post-WWII chemical production, especially pesticides.
- He links endocrine-disrupting chemicals to falling sexual activity and declining sperm counts with measurable impacts.
Sperm Counts Have Plummeted
- Measured sperm counts fell from about 100 million/ml in the 1970s to roughly 35 today and are declining faster in the 21st century.
- Grantham estimates that within ~20 years average couples may need help conceiving as fertility drops accelerate.