Podcasts Education Self-Improvement Conversations with Tyler Jeremy Grantham on Investing in Green Tech

Jeremy Grantham on Investing in Green Tech

Published: Nov. 30, 2022, 12:42 p.m.

When it comes to fighting climate change Jeremy Grantham is optimistic about technology \u2013 but worried about timing. Known widely for his acuity in identifying bubbles, the British investor contends that the one created by our dependence on fossil fuels is about to pop. He\u2019s on a mission to make green energy cheaper, faster and is well on his way. After a lifetime spent thinking about resources, he\u2019s using his to power the development of green technology. The Grantham Foundation has invested into 45 early-stage green projects, such as improving the efficiency of lithium extraction.

He joined Tyler to discuss the most binding constraint on the green transition, why we need an alternative to lithium, the important message sent by Biden\u2019s Inflation Reduction Act, the marginal cost basis of green energy, the topsoil crisis in the Midwest, why estimates of the cost of global warming vastly underestimate its effects, why he distrusts economists, the overpricing concentrated in the US stock market, the consequences of Brexit, the revolutionary tactics of Margaret Thatcher, how his grandparents shaped his worldview, why he\u2019s optimistic about American venture capital, the secret to Boston\u2019s success in asset management, how COVID changed his media diet, the political difficulty of passing carbon taxes, and more.

Read a\xa0full transcript\xa0enhanced with helpful links, or watch the\xa0full video.

Recorded September 1st, 2022

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