We have a very special guest today and that is investing legend Jeremy Grantham. Jeremy is the co-founder and Chief Investment Strategist of Grantham, Mayo and van Otterloo or more commonly known as GMO – a Boston based asset-management firm. I last spoke with Jeremy almost exactly a year ago on episode 371 and I highly recommend you revisit it to see how prescient his predictions were at the time. In this episode, I wanted to get Jeremy’s thoughts on how the markets have materialized since we last spoke, but I also wanted to dive deeper into his knowledge around climate change.

00:00:00 – Intro
00:00:16 – Where Jeremy thinks we’ll go from here
00:05:26 – Why he believes rates will climb higher for longer
00:15:52 – How today’s market and economy may start to resemble the stagflation of the 1970’s and 80s
00:24:19 – Why important resources are in short supply
00:42:13 – The best technologies fighting climate change
00:59:52 – The risk in Emerging and other markets outside of the US

Jeremy is one of my all time favorite guests to have on this show and I know you will enjoy it as much as I did. So, without further ado, here is my conversation with Jeremy Grantham.

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