Communication and Assumptions
Ben expresses frustration with the misuse of language in finance, emphasizing the importance of clear communication over showing off intelligence. He argues that investors often fail to question the reasons behind returns, leading to flawed assumptions about future performance, particularly regarding risk premiums. By encouraging a deeper inquiry into "why" and "how," he believes investors can avoid common pitfalls.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
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