Conversations With Tyler

When it comes to fighting climate change Jeremy Grantham is optimistic about technology – but worried about timing. Known widely for his acuity in identifying bubbles, the British investor contends that the one created by our dependence on fossil fuels is about to pop. He’s on a mission to make green energy cheaper, faster and is well on his way. After a lifetime spent thinking about resources, he’s using his to power the development of green technology. The Grantham Foundation has invested into 45 early-stage green projects, such as improving the efficiency of lithium extraction. He joined Tyler to discuss the most binding constraint on the green transition, why we need an alternative to lithium, the important message sent by Biden’s Inflation Reduction Act, the marginal cost basis of green energy, the topsoil crisis in the Midwest, why estimates of the cost of global warming vastly underestimate its effects, why he distrusts economists, the overpricing concentrated in the US stock market, the consequences o