A Focused Bubble Around AI, Not Broad Overpricing

I always say the most valuable people to interview are capital allocators, because they have to answer to their clients for their market calls.They are judged not by their opinions, but by their results.Today, we're fortunate to hear from one of the most-respected capital management firms in the world: Grantham, Mayo, Van Otterloo -- which was co-founded by the great investor Jeremey Grantham and currently manages over $65 billion of client assets.Specifically, we're sitting down with John Thorndike Co-Head of Asset Allocation, who co-manages GMO's Dynamic Allocation & International Value ETFs.We'll discuss GMO's outlook for 2026 and where the firm sees the biggest risks & opportunities for investors.John sees that International Value stocks are set to outperform US Growth stocks in coming years.To find out why, watch this video.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHere are the ETFs John mentions in this video:- GMOD: https://www.gmo.com/americas/product-index-page/multi-asset-class/dynamic-allocation-strategy/dynamic-allocation-etf/- DRES: https://www.gmo.com/americas/product-index-page/equities/domestic-resilience-strategy/domestic-resilience-etf/?accept=Funds- GMOI: https://www.gmo.com/americas/product-index-page/equities/international-opportunistic-value-strategy/international-value-etf/- GMOV: https://www.gmo.com/americas/product-index-page/equities/u.s.-opportunistic-value-strategy/u.s.-value-etf#valueinvesting #internationalinvesting #jeremeygrantham_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.