Episode Synopsis "Jeremy Grantham – investment bubbles, value investing, climate change"
Today’s special guest is Jeremy Grantham, who co-founded GMO, a leading $60 billion investment manager, in 1977. The conversation is wide ranging as Jeremy has a wealth of knowledge on topics such as investment bubbles, value investing, and climate change, and has been among the few investors ahead of market inflection points like 2000 and 2008.
Listen "Jeremy Grantham – investment bubbles, value investing, climate change"
More episodes of the podcast Master Speaker Series
- Karen Karniol-Tambour – inflation, interest rates, asset allocation, energy crisis, ESG investing
- Ray Dalio and Jeremy Grantham – inflation, political conflict, asset bubbles and climate change
- Spencer Rascoff – serial tech entrepreneur, mentorship, real estate, tech trends
- John Malone – future of media, real estate investing, the US economy, education
- Gerard O’Reilly – value investing, active versus passive, ETFs
- Jeffrey Gundlach – US election, interest rates, inflation
- Jeremy Grantham – investment bubbles, value investing, climate change
- Bob Prince – unique economic environment, rising inflation, low interest rates