Ben Inker, Co-Head of GMO's Asset Allocation team, shares invaluable insights into the world of value investing. He delves into the principles that drive investment decisions and encourages a critical examination of common market beliefs. Ben discusses the evolution of his career and the emotional challenges investors face during downturns. He highlights the shifting dynamics between value and growth investing, especially in the current market. Finally, he offers perspectives on navigating investment strategies in a changing interest rate environment.

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.

Join experts like Michael Mauboussin, a strategy guru, and Rick Ferri, a seasoned advisor, as they unpack crucial investing lessons. Discover the power of base rates in decision-making and the advantages of simplicity in strategies. Bob Elliott warns against viewing diversification too narrowly, while Andy Constan reveals why most investors lack an edge. Meb Faber emphasizes the value of long-term investing, and the group stresses treating stocks as ownership in businesses. This is a treasure trove of wisdom for anyone looking to sharpen their financial acumen!

Barron's Senior Managing Editor, Deputy Editor, and GMO's Co-Head of Asset Allocation discuss market reactions to geopolitical events, challenges of active management, financial performance of major banks, optimizing asset allocation, and insights on energy stocks and Treasuries in uncertain markets.

Finance experts Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, and Tobias Carlisle discuss lessons learned from popular episodes of 2021. They cover topics such as spreads between value and growth stocks, inflation, systematic value investing, valuing companies using simple multiples, and the rise of indexing.