Jeremy Grantham
The Strategist
The long view, patient, analytical, playing several moves ahead.
Jeremy Grantham reads as The Strategist because his career rests on seeing what others refuse to, then acting with conviction before consensus arrives. He called the dot-com bubble and the 2008 housing collapse, and has since applied the same analytical framework to long-term resource depletion and climate risk as investable realities. As co-founder of GMO he institutionalised independent thinking under pressure, staying coldest precisely when the crowd is loudest.
“I think of myself as specializing in a longer-term horizon than most people and trying to look at a higher and higher level of abstraction. What is really going on here? And what are people missing?”
“You will not receive the advice from investment advisors to get your tail out of the market, ever. It is not good business for them to do that. Large enterprises almost never get the big turning points because they can't take the career risk.”
“Look at the data. A bubble is not hard to see. Have the courage to look at that, make your own conclusion, get out of the most dangerous part, and do it now. Don't wait for help because no help is coming.”
The Diary of a CEO: “Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE