Probably the best interview I’ve ever heard. The man is a genius. He makes Warren Buffett sound like an amateur.
The full interview is on the show’s website. Well worth the 55 minutes.
I wonder if Grantham has an IQ of 200.
I wanted to see this. Hopefully can find it somewhere. I love Grantham’s thinking.
GMO is a great firm. I interviewed there a long a$$ time ago.
Thanks for the link. Good interview, and a man after my own heart. (Or maybe it’s vice versa.) If I were president, I’d cut the defense budget in half and put the savings into building ridiculous amounts of solar and wind power out West. Unfortunately, govt doesn’t really get the idea of positive NPV.
Where is the genius? Anyone can state that there is a problem. Where is the solution? Wasn’t even mentioned, what a wasted opportunity. Excuse me while I go jump off a bridge…
It takes genius to make complex problems simple to understand. Unfortunately fools think complex things are simple too.
Grantham’s genius is that he has approached this problem in a way few others in his industry have, and he has actually done his own research with numbers to come to conclusions about which commodities are the ones most pressured and investable.
I actually appreciate Grantham. This chain had too much Grantham loving going on so I thought I’d break it up a little. The well versed and learned can run astray too.
Well, I liked hearing him go on. Usually Charlie interrupts his guests constantly to say something like “Speaking of rubber, when I was talking to Roger Federer - you know tennis balls are made of rubber - right…”
When smart guys digress, you still learn useful stuff. When dumb people digress, you wonder about that person you saw on the train earlier that day…
Speaking of rubber…
I like Grantham but love Led Zep. I had Walt Whitman’s poem “When I Heard A Learned Astronomer” in mind when listening to Grantham go on. He’s still cool in my book but I think he should offer some solutions with the problem. It’s sales 101.
Well as soon as you have a workable solution to the problem that meets economic, political, and ecological feasibility criteria and isn’t morally reprehensible, we’ll agree that Grantham isn’t really all that smart and you are.
^ This
Ha. Nice bchad.
Thanks for sharing. Dude is legit
I think women’s rights would go a long way to help the problem of finite resources. This is just a solution, right or wrong. At least it is something vs. nothing. I am pretty sure Grantham did not intend for songs of praise from the good analysts. Any other suggestions out there?