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Topic: Commodities

[Episode #144] – Investing in Energy Transition

We have a very special guest for you in this episode: Jeremy Grantham, the legendary investor who co-founded GMO, a Boston-based institutional money management firm, more than 40 years ago. With more than $60 billion in assets under management, GMO has produced steady returns for its investors through market booms and busts, largely thanks to the steady hand of Grantham and his investing philosophy, which holds that sooner or later, most valuations return to the mean.

In this interview, we talked about Grantham’s investing philosophy; the history of investment bubbles; how he values investments; what’s happening in the markets as new retail traders using the Robinhood app and participating in Reddit-based trading groups drive stocks like Game Stop wild; what the Fed should do as the world recovers from the pandemic; his views on the massive expansion of the US national debt; how the world’s governments are responding to the challenge of climate change; the role of venture capital in energy transition; and his outlook for energy transition in general.

Geek rating: 5

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[Episode #28] – Transition in Cities

Full Episode

It is widely assumed that the ongoing migration of rural peoples to mega-cities all over the world will help reduce humanity’s per-capita energy footprint, while giving people a higher standard of living and accelerating energy transition. But the world is full of old, inefficient cities in desperate need of an eco-makeover, and of experts who understand the principles of “smart urbanization” and who can help identify how to transform a city from brown and dumb to smart and green. What’s the potential for replacing concrete with living things in cities? How can autonomous and electric vehicles help make cities cleaner and more livable? Why isn’t China promoting its phenomenal success with e-bikes to the rest of the world? Is China’s commodity demand going to continue to weaken as it moves away from a manufacturing economy? And will the emissions it was generating just move elsewhere when it does? All these questions and more are answered in this wide-ranging conversation with an expert on smart urbanization and China.

Geek rating: 3

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