Events | March 19, 2024

Jeremy Grantham On The Insightful Investor Podcast

Bubbles, AI, Climate Change, and Population Growth

Authors

Jeremy Grantham

Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is the Chairman of the GMO Board of Directors, a partner of the firm, and has also served on the investment boards of several non-profit organizations. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an MBA from Harvard Business School. He is a member of the Academy of Arts and Sciences, holds a CBE from the UK and is a recipient of the Carnegie Medal for Philanthropy.

Overview

GMO Co-Founder and long-term investment strategist, Jeremy Grantham, joined Alex Shahidi of Evoke Advisors on the Insightful Investor podcast in March. In this podcast, Jeremy discussed his background and explored a variety of topics such as investment bubbles, reversion to the mean, AI, crypto, climate change, population growth, and natural resources.

You can listen to the full podcast here: Insightful Investor Episode #12: Jeremy Grantham Bubbles AI Climate Change Population Growth

Disclaimer: The views expressed are the views of Jeremy Grantham through the period ending March 2024, and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.

Copyright © 2024 by GMO LLC. All rights reserved.

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Jeremy Grantham On The Insightful Investor Podcast

Overview

Copyright © 2024 by GMO LLC. All rights reserved.

Register for full access to GMO's Research

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