{"podcast":{"title":"Capital Allocators – Inside the Institutional Investment Industry","slug":"capital-allocators-inside-the-institutional-investment-industry-222998","podcast_index_feed_id":222998,"rss_url":"https://tedseides.libsyn.com/rss","website_url":"https://capitalallocators.com","image_url":"https://static.libsyn.com/p/assets/f/b/7/6/fb76e1c8bfb69e8dd959afa2a1bf1c87/CA_Square_logo_light_background_6.26.24.jpg","author":"Ted Seides – Allocator and Asset Management Expert","episode_count":797,"summary":"Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998"},"episode":{"title":"Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)","slug":"jeremy-grantham-bubbles-value-investing-and-the-long-game-at-gmo-ep-493","published_at":"2026-03-23T08:00:00+00:00","page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/jeremy-grantham-bubbles-value-investing-and-the-long-game-at-gmo-ep-493","show_page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998","url":"https://tedseides.libsyn.com/jeremy-grantham-bubbles-value-investing-and-the-long-game-at-gmo-ep493","audio_url":"https://pscrb.fm/rss/p/traffic.libsyn.com/secure/tedseides/CA_-_EP.493_Jeremy_Grantham_-_AUDIO_V1.mp3?dest-id=482814","summary":"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 Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠https://thepodcastconsultant.com⁠ )","meta_description":"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 be…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4658,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/capital-allocators-inside-the-institutional-investment-industry-222998/episodes/jeremy-grantham-bubbles-value-investing-and-the-long-game-at-gmo-ep-493/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/jeremy-grantham-bubbles-value-investing-and-the-long-game-at-gmo-ep-493.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}