Jason Halliwell
Head of GMO’s Systematic Global Macro team and a partner of the firm.
Best podcasts with Jason Halliwell
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Sep 29, 2023 • 45min
Jason Halliwell on Value Investing, Systematic Macro and Carry
Jason Halliwell, Head of GMO’s Systematic Global Macro team, discusses equity views, systematic macro, value investing, and the potential impact of AI on productivity. The podcast also explores a systematic approach in value investing for bonds and highlights the influential work of Andrew Smith and GMO researchers.
