

Ben Inker: What Looks Cheap and Dear in Today’s Market
13 snips Dec 12, 2023
This week on The Long View, Ben Inker, head of asset allocation at GMO, discusses the impact of Charlie Munger on investing, the concentration in the US stock market, the role of fund flows in valuation, the outlook for value equities in Japan, investing in Chinese equities, and more.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Impact of Charlie Munger and the Importance of Quality in Investing
02:47 • 24min
Concentration in the US stock market compared to the nifty 50 era and the growth of top companies
26:42 • 6min
The Role of Fund Flows and Index Investing in the Market
32:25 • 3min
The Outlook for Value Equities and Small Cap Value Stocks in Japan
35:15 • 11min
Investing in Chinese Equities
46:13 • 11min
Closing Segment and Disclosure
57:02 • 2min