Alex Shahidi speaks with Jeremy Grantham. Alex is a past guest on the show and Co-CIO of Evoke Wealth and ARIS Consulting, a $19 billion registered investment advisor he co-founded in 2014. Jeremy is the famed leader of money manager GMO, overseeing $60 billion in assets. Their conversation discusses the current market bubble unlike any other in history, some thoughts on climate change, value investing, and where to invest today. Alex and I kick it off with his thoughts on GMO and the fit inside his portfolios.