Public evidence record
Published podcast speaker
Claim ledger
6 transcript-backed records
01 / evaluation
“It’s harder because they’ve been looking for lithium now quite a few decades, and we have a pretty good idea where the best reserves are, and they are totally inadequate to the task.”
02 / evaluation
“Shorting is a complete mug’s game in almost any area, because once you’re short, you can lose 10 times your money, and you can only make a decent return if you’re right.”
03 / evaluation
“I think the world is in complete denial about ocean level rise, and one day when Miami gets an incredible flood, it will wake up and do something down in Miami.”
04 / evaluation
“For green tech, which we’re invested in — I’m worried that people will suspect that we’ve bribed politicians because this bill could not possibly have been better for the Grantham Foundation that has half its money, half its principal in early-stage green tech, all of which will benefit.”
05 / evaluation
“Yes, I think you have to say that she was amazingly successful because England was in one of its several periods of economic malaise and social malaise, in a way.”
06 / evaluation
“My quarterly letter after 9/11, I made exactly that point, that dealing with sudden shocks are impossibly difficult to predict, that after the ’87 crash, a lot of us thought that it would have consequences going deep into the future.”