Jeremy Grantham is a British investor and co-founder and chief investment strategist of Grantham Mayo van Otterloo (GMO), a Boston-based asset management firm. GMO is one of the largest managers of such funds in the world, having more than US $97 billion in assets under management as of December 2011. Grantham is widely regarded as a highly knowledgeable investor in various stock, bond, and commodity markets, and is particularly noted for his prediction of various bubbles. In this engaging and thought provoking interview with Charlie Rose, Mr. Grantham shares his thoughts on the US and world economies and what potentially lies ahead for years to come. It is a fascinating interview and well worth listening to in its entirety. While long (roughly an hour), Mr. Grantham touches on a number of thought provoking subjects far beyond what many are talking about.
Jeremy Grantham
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