Ben Inker

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.

Ben Inker, Co-head of asset allocation at GMO, shares his insights on contrarian investing, drawing from his experiences influenced by mentors like Jeremy Grantham. He and Greg Dowling, CIO at FEG Investment Advisors, delve into the significance of deep value stocks in today's market. They discuss the challenges posed by the rise of passive investing and the concentration risks in large-cap tech stocks. Together, they explore emerging opportunities in underappreciated sectors, like Japanese small caps, offering valuable perspectives for savvy investors.

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!

Ben Inker, head of the Asset Allocation team at GMO, brings nearly thirty years of experience to the table. He shares valuable lessons from his Yale professors and discusses the struggles of value investing in today's tech-driven economy. Among key topics, he highlights the challenges facing value strategies and how government intervention impacts economic stability. Inker also emphasizes the need for critical thinking in investment decisions and reflects on the importance of understanding market dynamics for successful portfolio management.