Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)

Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Jeremy has been one of the most respected and outspoken voices on value, market bubbles, and long-term investing. He recently published The Making of a Permabear with Edward Chancellor, an account of his career and investment lessons learned along the way. Our conversation begins with Jeremy's early lessons in frugality growing up in wartime Yorkshire and his interest in numbers and investing. We trace his career through the founding of Batterymarch and GMO, the golden period of value, painful lessons of the dot-com bubble, and the challenges since. We cover Jeremy's framework for identifying and navigating market bubbles, career risk, and the current AI investment boom, and close with his essential philanthropic work to change the trajectory of the environment alongside the investment strategy he deploys in his Foundation. Learn more about our Strategic Investments: OWL . Learn More Follow Ted on Twitter at @tseides or LinkedIn

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Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493) is an episode from Capital Allocators by Ted Seides – Allocator and Asset Management Expert.

This episode is 01:17:38 long.

This episode was published on Mar 23, 2026.

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