The Meb Faber Show - Better Investing GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Apr 26, 2024
Catherine LeGraw from GMO's Asset Allocation Team discusses the current asset allocation opportunity, deep value and quality investments, foreign stock opportunities, the Magnificent 7 strategy, currency implications, the state of bonds, and other interesting assets. She also shares her most controversial opinion and memorable investment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Optimizing Asset Allocation Opportunities
02:45 • 12min
Deep Value Investing: The Historic Opportunity
14:39 • 4min
Changing Sentiment towards Foreign Investing: Focus on Japan
19:07 • 2min
Navigating Currencies and Strategic Investments
21:03 • 19min
Exploring Market Craziness and Bubbles in 2021
40:18 • 2min
Investment Strategies and Unique Portfolio Performance Discussion
42:06 • 2min