Today’s guests are GMO’s Ben Inker and Tom Hancock. Ben is the co-head of GMO’s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies.
In today’s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive today. We dig into both factors and get specifics on their set up looking forward. We also touch on growth traps, Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be disrupted by AI.
Did you enjoy this episode? Leave us a review, and then listen to Meb’s episode last year with GMO co-founder Jeremy Grantham.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia | #308
Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story | #307
Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years | #306
Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss | #305
Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots | #304
Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors | #303
Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry | #302
Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns | #301
Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies | #300
Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around | #299
Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology | #298
Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money | #297
Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return | #296
Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295
Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises | #294
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust | #293
Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time | #292
Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52% | #291
Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble | #290
Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? | #289
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast