Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham. Ben joined GMO right out of college nearly thirty years ago and has been there ever since.

Our conversation starts with Ben's early investment lessons from renown economics professors at Yale and how that led him to GMO upon graduation. We discuss his framework for thinking about investing and the struggles of value investing over the last decade, including the impact of global dominators, technology, and interest rates. We then turn to the case for value today, the challenges of value going forward, and the characteristics Ben sees in allocators' successes and mistakes. Lastly, our conversation took place a few weeks ago, but the world's changed a lot since then. I reached back out to Ben late last week to get his current thoughts on the market.

Learn More
Read the Transcript
Subscribe to the Capital Allocators Blog or Monthly Mailing List
Don't Subscribe, but Let Us Know Who You Are
Write a review on iTunes
Follow Ted on twitter at @tseides
Review past episodes of the Podcast

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(807)

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lend...

16 Juli 52min

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...

13 Juli 54min

WTT: 5.5 Lessons at 55.5

WTT: 5.5 Lessons at 55.5

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here.   Editing and po...

10 Juli 8min

Moat Investing Nuances – Pat Dorsey (EP.509)

Moat Investing Nuances – Pat Dorsey (EP.509)

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...

6 Juli 1h 7min

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...

29 Juni 58min

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

22 Juni 47min

[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)

[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)

Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat since the early 1990s...

22 Juni 53min

WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the next big challenge al...

17 Juni 8min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
dynastin
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
borslunch-2
rss-borslunch
rss-dagen-med-di
rss-veckans-trade
rss-hos-psykologen
rss-dr-bjorklund