Jeremy Grantham

Jeremy Grantham, Bubble historian, joins the hosts to discuss inflation, modern valuations, impact investing, real estate, and the concept of market bubbles. They explore historical market events, indicators of an impending economic downturn, and alarming declines in insect biomass and male sperm count.

Jeremy Grantham, co-founder of GMO Financial Holdings, discusses the interaction between finance, population, ecology, and pollution. Topics include super bubbles in the stock market, debt's impact, exploring green energy sources, limitations of technological solutions, AI's role in climate change, inequality crisis in America, philanthropy, decline of sperm count and insect populations, investing in environmental causes, and valuing the natural world.

Trey Lockerbie chats with Jeremy Grantham, a legendary investor famed for his accurate market predictions. They dive into the recent bank failures and the Federal Reserve's policies, analyzing the historical patterns of bear markets. Grantham critiques corporate practices like stock buybacks, emphasizing the economic inequality they foster. The duo considers the dominance of giants like Apple and Microsoft, warns about climate change and declining birth rates, and highlights the promising potential of early-stage research companies in sustainability.

Jeremy Grantham, co-founder of GMO and a legendary market strategist, discusses the looming dangers of a current 'super bubble' in the U.S. stock market. With over five decades of experience, he predicts imminent corrections and shares concerns about the green transition and its ties to economic health. Grantham also tackles the implications of declining population growth on productivity and advocates for a shift in cultural values. He delves into the speculative nature of assets like gold and Bitcoin, calling for a re-evaluation of traditional economic models in light of environmental sustainability.

Joining Clay Finck is Jeremy Grantham, co-founder and investment strategist at GMO, renowned for his insights on market history. Grantham shares his thoughts on the recent stock market rally and warns about indicators of a potential bear market. He compares today's market dynamics to past bubbles, discusses the risks of overvalued stocks, and delves into the implications of concentration among leading companies. Additionally, he highlights the urgent need for innovation in green energy to combat climate change.

Jeremy Grantham, co-founder of Grantham, Mayo & Van Otterloo, shares his expertise as a prominent investor with a focus on environmental issues. He discusses the urgent need for technological advancements in green energy, highlighting challenges in lithium extraction and the potential for alternative materials. Grantham emphasizes the underestimated costs of global warming and critiques traditional economic models. His insights on American venture capital and the influence of historical leadership on resource management round out a compelling conversation about sustainability and investment strategies.

Jeremy Grantham, co-founder of GMO and environmental advocate, dives into alarming trends in fertility rates and their broader implications. He discusses how endocrine disruptors are impacting human reproduction and economic stability. Grantham emphasizes the urgent need to address toxicity in our environments and the potential economic fallout from population decline, especially in aging societies. He calls for a shift to non-toxic materials and renewable energy to safeguard human health and future generations.

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.

Join Jeremy Grantham, co-founder of GMO and market expert, as he shares his bold predictions for the economy. He discusses the possibility of prolonged high interest rates and warns of a market reminiscent of the stagflation era. Grantham highlights the alarming scarcity of essential resources like lithium and copper amid technological advancements, and stresses the urgency of addressing climate change through innovative solutions. Listeners will gain insights on navigating today's economic landscape and the strategic investments of the future.

Jeremy Grantham, renowned investment strategist, discusses the US investment landscape and warns of the vulnerability of the Russell 2000 due to rising rates and zombie companies. He analyzes the bond market bubble and its consequences for governments, explores the existence of a financial bubble and strategies to navigate it, emphasizes the importance of bravery in investing, and discusses the relationship between inflation, interest rates, and the stock market. He also expresses skepticism towards Bitcoin and advocates for gold as an inflation hedge.