The Meb Faber Show - Better Investing

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

Jun 21, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Rise of Short Dated Options
02:26 • 4min
3
The Future of the Stock Market
06:31 • 4min
4
The Differences Between Value and Quality
10:27 • 2min
5
The Difference Between Value and Quality
12:50 • 4min
6
The Backwardation of Risk in Fixed Income Markets
17:02 • 3min
7
The Career Risk Aspect of Double B Bonds
20:02 • 4min
8
The Importance of Quality Investing
23:33 • 3min
9
The Value of Quality
26:04 • 2min
10
The Differences Between Deep Value and Shallow Value
28:21 • 4min
11
What Is a Value Trap?
32:08 • 6min
12
The Worst Year for Growth Stocks in 2022
37:55 • 3min
13
How to Identify Stock Based Compensation Traps
40:27 • 3min
14
How to Invest in Global Equities
43:01 • 2min
15
The Future of EM
45:08 • 3min
16
The Worst Case Scenario for Investors in Emerging Markets
47:56 • 4min
17
The Future of Valuation
51:55 • 2min
18
How to Survive in a Career Risk
54:02 • 5min