Jeremy Grantham, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Jeremy Grantham comes up

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▶ 25:39 unnamed speaker That's the most Jeremy Grantham I've ever heard you on a market call.

▶ 53:23 Brett Barth GMO Jeremy Grantham likes to talk about mean reversion, but he's like, but I don't know how far away from the mean

▶ 5:12 Ted Seides Our conversation covers David's journey to investing, including sitting alongside Jeremy Grantham during GMO's early growth stage and founding TIFF.
▶ 11:57 David Salem The GMO hadn't been coined yet, and I can say so now with the utmost fondness and respect, but as they grew and Jeremy became more and more enamored of quantitative methods, the three senior partners whose name were on the door. 13 times in the scene
▶ 27:56 David Salem Jeremy could get along just fine with Ike and Dick, but it drove him batty, and it was distracting him from other things.
▶ 35:31 David Salem It's the polar opposite of the LBJ or Jeremy Grantham approach to absorbing information by talking.
▶ 1:02:58 David Salem And I'm working very closely with Jeremy. 4 times in the scene

▶ 29:18 Ted Seides One of my first manager meetings was with Jeremy Grantham, and he was talking about how the bull market had ended in 1992. 2 times in the scene

▶ 43:29 Ted Seides At the beginning of a bull market, one of the very first manager meetings I had was with Jeremy Grantham. 2 times in the scene

▶ 39:23 Chris Douvos Jeremy Grantham says that the only true risk is the risk of permanent loss of capital.

▶ 26:44 Ted Seides There've been very interesting pieces recently by, in succession, Jeremy Grantham, Cliff Asness, and Howard Marks on this value versus growth spectrum. 2 times in the scene

▶ 4:13 Ted Seides We talk about his time at Baupost, transition from broad public market investing to focused venture impact investing personally, and the creation of Vision Ridge alongside Jeremy Grantham and Capricorn Investment Group.
▶ 12:19 Reuben Munger The process had led to finding fellow travelers and particularly had been working with the Capricorn Investment Group, which is Jeff Scholl's family office, and then Jeremy Grantham and his foundation.

▶ 18:28 Richard Lawrence And he said, well, you should meet this guy, Jeremy Grantham. 8 times in the scene
▶ 19:47 Ted Seides So as you started to learn more from your conversations with Jeremy, what did you do about it in addition to what you were doing with the stoves in Mirador?
▶ 22:56 Richard Lawrence Well, Jeremy Grantham put out a document three or four years ago that said there was almost no cost to that exclusion. 2 times in the scene
▶ 33:28 Ted Seides In addition to Jeremy, have you had the opportunity to talk to other managers about these issues and how you're approaching them?

▶ 4:11 Ted Seides My guest on today's first meeting is Ben Inker, the head of the asset allocation team at GMO, a sixty billion dollar asset manager known for its value bias under founder Jeremy Grantham.
▶ 14:57 Ben Inker I came back down, and from what I can understand, since I wasn't in the call, Jeremy Grantham, the founder of the firm, called up David, and he was trying to be careful about this because Yale was a very big client of the firm, saying, you… 8 times in the scene
▶ 21:24 Ben Inker A lot of what I have learned over the years, not surprisingly, having spent 28 years working with Jeremy Grantham, an awful lot of what I have learned has come from Jeremy Grantham, but some of it has been the explicit teaching, but a lot…
▶ 27:44 Ben Inker And in 1999, we were disinvited from speaking to their investment committee on the grounds that their committee chairman said that Jeremy Grantham was both dangerously persuasive and totally wrong.
▶ 1:14:16 Ben Inker One of the things we've looked at, and this kind of goes back to some of the work that Jeremy Grantham has done over

▶ 51:55 Tom Bushey I never miss anything by either Jeremy Grantham or Howard Marks.

▶ 30:54 Michael Cembalest I like to read whatever Jim Grant and Jeremy Grantham are having to say.

▶ 35:20 Ted Seides The first, of course, is the years leading up to 1999, which was just a bloodbath for value investors, and Jeremy Grantham notoriously has talked about how they were preaching value, preaching value, preaching value.

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