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!
Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)
Eugene Fama – A Life in Finance | #455
Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454
Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452
Hugh Hendry - The Acid Capitalist Unfiltered | #451
Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450
Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)
Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)
Annie Duke – Why Great Investors Are Great Quitters | #448
Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447
BlackRock's Rick Rieder on the State of the Markets | #446
Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
Steve Romick, FPA Funds – Live at Future Proof! | #444
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast