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US Stocks Too Richly Valued For Their Risk | John Pease, GMO

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Manage episode 434434823 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jeremy Grantham is one of the most respected investors alive today. His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces some of the most-followed market analysis on Wall Street. Core to its outlook is that financial and economic extremes will mean revert. And that prudent investors can pro-actively position themselves to benefit greatly from this reversion when it takes place. And while, no, I am NOT interviewing Mr Grantham today, we have the next best thing: the chance to sit down with one of his lieutenants at GMO. John Pease is a quantitative researcher and partner at GMO, who co-authored the firm's latest Quarterly Letter, which I expect to discuss with him in depth. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stocks #emergingmarkets #investing --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
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160 episodes

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Manage episode 434434823 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jeremy Grantham is one of the most respected investors alive today. His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces some of the most-followed market analysis on Wall Street. Core to its outlook is that financial and economic extremes will mean revert. And that prudent investors can pro-actively position themselves to benefit greatly from this reversion when it takes place. And while, no, I am NOT interviewing Mr Grantham today, we have the next best thing: the chance to sit down with one of his lieutenants at GMO. John Pease is a quantitative researcher and partner at GMO, who co-authored the firm's latest Quarterly Letter, which I expect to discuss with him in depth. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stocks #emergingmarkets #investing --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
  continue reading

160 episodes

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