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

Avsnitt(2099)

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to ...

23 Mars 20181h 10min

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant descri...

16 Mars 201854min

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Mar...

9 Mars 201859min

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in th...

2 Mars 20181h 16min

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of V...

23 Feb 20181h 6min

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he s...

16 Feb 20181h 1min

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield ...

9 Feb 20181h

Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors

Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors

The crypto craze has made dedicated investors and traders out of many people who’ve never before given much thought to finance. What’s driven those people into bitcoin and other tokens, where do they ...

2 Feb 20181h 9min

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