The Interview - The Big Changes Coming for Major Asset Classes.

The Interview - The Big Changes Coming for Major Asset Classes.

Everyone knows Jeremy Grantham as the face of GMO, the behemoth money manager that has become legendary for its work on asset allocation, but Ben Inker, head of asset allocation at GMO since 1998, seems to be next in line for the throne. In this interview with Ed Harrison, Inker helps viewers make sense of the post-COVID investment landscape from the perspective of a major asset allocator. Together they discuss everything from the future of the 60/40 portfolio to bonds as an asset class in this new low rate world. They also dig in to US vs. non-US assets, the trouble with popular ex-post facto explanations for FAANG outperformance and narrative bubbles like Tesla, and why the financial sector can be so difficult to value. Filmed on September 21, 2020. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2083)

Markets Confront Iran Risk and Fed Policy

Markets Confront Iran Risk and Fed Policy

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and glob...

16 Maalis 31min

Crypto Defies the Doom and Gloom?

Crypto Defies the Doom and Gloom?

Sergio Silva , the CEO of the Meebit Company joins Mando to discuss the outlook on Bitcoin, altcoins, and the broader crypto cycle, and whether investors should expect a new wave of risk appetite acro...

16 Maalis 1h

Trading the Market with AI: March 11, 2026

Trading the Market with AI: March 11, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock for a new show all about how traders can better use AI. Whether through enhanced research, coding apps and dashboards, or creating technical ind...

11 Maalis 23min

We're Not Ready For This

We're Not Ready For This

The Exponential Age is here, and it's accelerating — bringing developments humanity is simply not ready for. In a special crossover episode of The Journey Man and the Exponentialist, Raoul Pal sits do...

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Trading the Markets with AI: March 4, 2026

Trading the Markets with AI: March 4, 2026

Kris Bullock joins Bijan Maleki to break down how traders can use AI to level up their process. Whether through enhanced research, coding apps and dashboards, or creating technical indicators, Kris co...

4 Maalis 31min

Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

2 Maalis 40min

The AI Pendulum Swings the Market Hard

The AI Pendulum Swings the Market Hard

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

2 Maalis 45min

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

2 Maalis 1h 1min

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