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On today’s show, we discuss:
- The quality spectrum
- The curious incident of the elevated profit margins
- Benchmark-free allocation strategy
- Waiting for the last dance
- Reinvesting when terrified
- Why permabears seem right even when they’re wrong
- Grantham Foundation for the protection of the environment
Listen here:
Charts:
Recommendations:
- The Creator
- Talk To Me
- The Wizard and the Prophet: Two Remarkable Scientists and Their Dueling Visions to Shape Tomorrow’s World
- Dirt: The Erosion of Civilizations
- Immoderate Greatness: Why Civilizations Fail
- The End of Normal: The Great Crisis and the Future of Growth
Jeremy Grantham:
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