Published Mar 30, 2020

Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Ben Inker, head of the Asset Allocation team at GMO, delves into the evolving landscape of value investing amidst technological and governmental influences, sharing keen insights on effective strategies and highlighting the risks of complacency in market analysis.

Episode Highlights

Topics covered

Episode Highlights

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Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Topics covered

Popular Clips

Value vs. Growth Dynamics

Value Investing Insights

Government's Role Today

Communication and Assumptions

Market Volatility Insights

Value in a Changing Economy

Social Media Insights

Evolving Value Perspectives

Fair Price Insights

Value vs. Growth Dynamics

Investing Philosophy Unveiled

Interest Rates and Equities

Illiquidity Premium Insights

Productivity Puzzles

Investment Insights

Episode Highlights

Market Influences

Investment Strategies

Value Investing Dynamics

Related Episodes

Jeremy Grantham – GMO (Manager Meetings, EP.01)

Seth Klarman – Timeless Value Investing (EP.328)

2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328

Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)

David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)

Paul Black - WCM Investment Management (First Meeting, EP.05)

Ben Hunt - The Stories that Drive Markets (EP.393)

Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)

Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)

Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)

Scott Kupor - Andreessen Horowitz (First Meeting EP.07)

Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Topics covered

Popular Clips

Episode Highlights

Market InfluencesBen Inker explores the profound impact of technology and government policies on market dynamics and investment strategies. He examines the challenges posed by industry concentration and the critical role of government intervention in stabilizing economies.

Market Influences

Investment StrategiesBen Inker, head of the Asset Allocation team at GMO, shares insights on effective investment practices and common pitfalls. He emphasizes the importance of rigorous analysis and questioning, while highlighting the dangers of relying on assumptions and past performance.

Investment Strategies

Value Investing DynamicsBen Inker, head of the Asset Allocation team at GMO, shares insights on the evolution and future of value investing. He discusses historical perspectives, current challenges, and the potential for value investing to thrive amidst changing economic conditions.

Value Investing Dynamics

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