Ben Inker: What Looks Cheap and Dear in Today’s Market
Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-class forecasting. Ben joined GMO in 1992 after completing his bachelor’s in economics from Yale. He’s been an analyst, a portfolio manager, and a CI…
The Ins and Outs of Asset Allocation
Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and GMO's Co-Head of Asset Allocation Ben Inker discuss the outlook for financial markets, industry sectors, individual stocks, and the ins and outs of asset allocation.
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Our Guests Gave Us 119 of Their Most Important Investing Lessons: We Give You Our Favorite 12
We ask all our guests on Excess Returns one closing question:
If you could teach one lesson to the average investor, what would it be?
In this episode of Two Quants and a Financial Planner, we compile and discuss the most impactful answers we have received to it. We break down valuable insights…
CHATS: MAG7 vs. Active Management: Performance in Concentrated Markets
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On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset Allocation Team - to dissect the realities of today's concentrated mark…
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge
This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.
FEG Investment Advisor…
ICYMI: The Risks to US Exceptionalism
The dollar fell and longer-dated Treasury yields rose as President Donald Trump’s push to remove Federal Reserve Governor Lisa Cook fueled concern about central bank independence and inflation risks. Stocks eked out gains before Nvidia Corp.’s results.While the moves were modest in listless summer …
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge
This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.FEG Investment Advisor …
Ben Inker on Value and Asset Allocation (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Ben Inker, the head of asset allocation at GMO, which manages about $60 billion in assets. In his nearly three decades at GMO, Inker has served as an analyst for the quantitative equity and asset allocation teams, as a portfolio manager of seve…
We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong
Ben Inker of GMO joins Excess Returns to break down whether the AI boom is an investment bubble, how it compares to 2000, 2007 and 2021, and why today’s risk may be more about earnings than valuations. We also discuss AI capital spending, market supply from IPOs, GMO’s seven-year asset class foreca…
Easy Bubbles. Hard 100 Baggers. Useless AI | 6 Things We Learned This Week
This week’s Weekly Wrap breaks down the biggest investing lessons from our conversations with GMO’s Ben Inker and 100 Baggers author Chris Mayer. We discuss how to think about market bubbles, AI capital spending, earnings risk, IPO supply, SpaceX, long-term compounders, and the founder traits that …
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