The Race of Our Lives: A summary of Jeremy Grantham’s note to investors, in pictures and charts

A precis of the recently-updated 35 page classic note by the investment legend, aiming to be readable in minutes. Subject: climate change meets population meets soil meets agriculture, meets other problems …..and implications for both investors and the rest of us.

The original paper is a read of >1 hour. I am hoping, therefore, that this blog/slideshow will be a useful supplement …and importantly an inducement to read the original paper.

The original Jeremy Grantham paper can be downloaded here.

The powerpoint version of this summary can be downloaded here.