Green Investment Opportunities
Jeremy emphasizes the urgent need for green investments, highlighting the societal returns from initiatives like home insulation and improved electric grids. He warns of the competitive edge China holds in renewable energy, while reflecting on the historical failures of market bubbles, suggesting that both the Fed and natural market forces ultimately dictate outcomes. The conversation underscores the importance of adapting to these shifts rather than resisting them.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jeremy Grantham – GMO (Manager Meetings, EP.01)
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