The Meb Faber Show - Better Investing cover image

Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486

The Meb Faber Show - Better Investing

CHAPTER

How to Invest in Global Equities

One area I'd kind of highlight, sorry, more from the bottom up, but you mentioned in video, we talked about AI. These are big trends, unclear how much you're paying for NVIDIA, maybe you're overpaying. But this is kind of a uniquely nice area to invest in. It's you don't have to buy NVIDIA. You can buy a lot of the stuff in the supply chain that's going to benefit from exactly that same capital investment. People, to your earlier point about maybe superficiality, buy the headline stock and not the picks and shovel enabler that is equally important just not as glamorous or as much of a household name. That's the kind of

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner