Conversations with Tyler Jeremy Grantham on Investing in Green Tech
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Nov 30, 2022 
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.
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Global Warming Costs
- Jeremy Grantham believes that economic estimates of global warming costs are severely underestimated.
- He argues economists often miss crucial real-world factors when building abstract models.
Super Bubble
- The current market is a 2.5 to 3 sigma bubble event, similar to only three or four previous bubbles in history.
- These rare events involve irrational fever and disregard for fundamentals.
Grantham's Investment Approach
- Jeremy Grantham acknowledges his weakness in turning investment ideas into profits.
- He credits his partners for their hedging skills and focuses on long-term ideas.