Thoughtful Money with Adam Taggart

US Stocks Too Richly Valued For Their Risk | John Pease, GMO

Aug 15, 2024
John Pease, a quantitative researcher and partner at GMO, shares his insights into the current state of US stocks with a keen focus on their overvaluation and risks. He analyzes the shift from an overheated market to potential recession, advocating for deep value investing in high-quality companies. Pease discusses the controversial impact of passive vs. active investing on market dynamics, emphasizing how passive flows distort valuations. The conversation offers a primer on navigating challenging economic conditions and explores potential investment opportunities beyond US borders.
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