About one-third of global GDP growth in the last 20 years was devoted to either correcting or avoiding natural disasters, and this proportion will 'get bigger and bigger until it's 130%' — meaning growth is already being cannibalized by climate adaptation, leaving only contraction for real economic expansion.

factualpending

Speaker

Jeremy Grantham

Evidence Quote

about a third of our GDP growth was either correcting or avoiding natural disasters...that number will get bigger and bigger until it's 130%

Source

Jeremy Grantham on why this market will fall by 50% but nobody will warn youBehind the Balance Sheet
Created: 8/12/2026, 5:57:13 PM

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