The Long View
Ben Inker: What Looks Cheap and Dear in Today’s Market
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.
59:01
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Quick takeaways
- Understanding how returns are generated and looking beyond just the returns of an asset is crucial in investing.
- Investing in quality stocks offers stability, resilience, and long-term performance, providing distinct advantages over growth companies.
Deep dives
The Influence of Jeremy Grantham on Ben Inker's Investing Approach
Ben Inker discusses the significant impact that Jeremy Grantham, co-founder of GMO, had on his investing career. Grantham taught Inker valuable lessons about investing, including the importance of understanding how returns are generated and the need to look beyond just the returns of an asset. Inker credits Grantham for shaping his approach to investing and providing him with a strong foundation in the field.
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