Jeremy Grantham – GMO (Manager Meetings, EP.01)

Alex Shahidi speaks with Jeremy Grantham. Alex is a past guest on the show and Co-CIO of Evoke Wealth and ARIS Consulting, a $19 billion registered investment advisor he co-founded in 2014.  Jeremy is the famed leader of money manager GMO, overseeing $60 billion in assets. Their conversation discusses the current market bubble unlike any other in history, some thoughts on climate change, value investing, and where to invest <a href= "https://app.bloo.io/company/the-podcast-consultant/projects/client-workflow/todo/2021-06-08%2012:00:00%20EDT">today</a>. Alex and I kick it off with his thoughts on GMO and the fit inside his portfolios.<br /> <br /> <strong>Learn More</strong><br /> Subscribe: <a href= "https://podcasts.apple.com/us/podcast/capital-allocators/id1223764016">Apple</a> | <a href="https://open.spotify.com/show/3q6PrjHVfRzpD2lN1g2XRU">Spotify</a> | <a href="https://podcasts.google.com/feed/aHR0cDovL3RlZHNlaWRlcy5saWJzeW4uY29tL3Jzcw==">Google</a><br /> Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/">LinkedIn</a><br /> Subscribe <a href= "https://capitalallocatorspodcast.com/capitalallocatorspodcast.com/signup">Monthly Mailing List</a><br /> Read the <a href= "https://capitalallocatorspodcast.com/subscriptionsignup/">Transcript</a>