Subject: Re: OT Grantham Sounding AI Alarm
consider that

a. grantham is not going promise something will be 100% immune from a crash. that's would be foolish and never done in his correct calls either.

b. GMO is running real billions.
they obviously HAVE to do something with skin in the game, and not just grouse.
a little effort will give one an idea what they are doing, but it not easily inform how to specifically tweak your own portfolio.
(given tax drag, inflation protection, timing, etc...)