01:21:41

EssentialMike Green in Conversation

Jeremy Grantham's Big Calls: Emerging Markets, Venture Capital, and the Green Revolution

Featuring Jeremy Grantham

Nov 23, 2020 • 81 minutes

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Essential

Mike Green in Conversation

Jeremy Grantham's Big Calls: Emerging Markets, Venture Capital, and the Green Revolution

Jeremy Grantham has made a name for himself as a bubble spotter. He argues that this bubble has an entirely different make up than prior ones.

Featuring Jeremy Grantham

Nov 23, 2020 • 81 minutes

Long-term investment strategist and co-founder of GMO Jeremy Grantham has made a name for himself as a bubble spotter. In this interview with Mike Green of Logica Capital Advisors, Grantham argues that although we are again in a market bubble, it has an entirely different make up than prior bubbles and is almost devoid of the opportunity that these periods of misallocation historically provide. As a result, he sees opportunities as few and far between in public markets. With the exception of emerging markets and the greening of the economy, an endeavor that he believes is a societal necessity, he encourages investors to look towards venture. Together, Grantham and Green also debate China's position in Grantham's emerging market thesis and the green revolution, the pollution paradoxes of greening the economy, and the merits of societies and forms government that incentivize cooperation among people and risk taking in the form of early stage venture capital. Filmed on November 18, 2020. Key Learnings: Emerging markets are the only place that Grantham sees clear opportunity in public markets. Using COVID response as a case study, Grantham worries about America’s potential to solve the problem of climate change. He also argues that if not for venture capital, American innovation would be non-existent. Show More

A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

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