# Tom Hancock

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BlackRock’s Jay Jacobs on iShares Bitcoin Trust, Thematic Outlook

BlackRock’s Jay Jacobs discusses the recent debut of the iShares Bitcoin Trust (IBIT) and offers key takeaways from the firm’s 2024 thematic outlook.  VettaFi’s Stacey Morris highlights indexes underlying the Texas Capital Texas Oil Index ETF (OILT) and the Alerian MLP Index ETN (AMJB).  GMO’s Tom …

Playing a barbarian

Playing a barbarian =================== Overview -------- It is not possible for anyone to play a barbarian character as your player-character. All the players at Empire are playing Imperial characters or characters welcome in the Empire. Barbarians are not welcome at Anvil and there are few long…

The Other Chip Names to Own, The Lisa Cook Latest, and Boosting Small Business 8/27/25

Nvidia reports after the bell, but GMO’s Tom Hancock says AI profitability seems more certain longer-term in other chip names. Fed Governor Lisa Cook, who President Trump moved to fire yesterday, could file a lawsuit as soon as today. Plus, the companies making retirement benefits more accessible f…

FORMULA INDIE 2.2.2026

Astral Rocks – Shooting Star Deathkrush – Plague protocol Energy Whores – Arsenal of Democracy Charles Mission – Play tha Field Oxiroma – Hug & Hold the Ocean (Cosmo Symphonic Version) Alice Okada – Liquid, or Jungle? AoNeR - Milano che brucia ttypes - Apocalypse Horse ttypes - 73 78 Honey Deniz Si…

FORMULA INDIE 8.2.2026

Astral Rocks – Shooting Star Carl Carlton & Melanie Wiegmann - Love Potion No. 9 Feet Peals - La vie en bref Jack Cardigan – Tutto o niente bauhofer - River Seine Emmanuel Carlos St.Omer Feat. D'Vyne - I Want My Body Back Alessandra Milieri - Hearts On The Run Number_i "Numbers Ur Zone" Divico - Sc…

Tom Hancock on Quality Stocks and Launching ETFs

Bloomberg Radio host Barry Ritholtz speaks to Tom Hancock, a partner at GMO LLC, where he is also head of the focused equity team. He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. He previously served as co-head of the firm's global e…

The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype

This episode of Excess Returns features GMO’s Tom Hancock on how to think about AI as an investment opportunity and what truly defines “quality” in today’s market. The conversation breaks down the AI value chain, challenges common assumptions about where value will accrue, and ties it all back to b…

The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026

This week’s Excess Returns Weekly Wrap brings together insights from Jim Paulsen, Brent Kochuba, Anthony Wang, and Tom Hancock to break down what’s really driving markets right now—from recession signals and oil shocks to AI economics and options flows. We explore whether current conditions look mo…

Closing Bell Overtime: Stocks Power Higher to Fresh Records 5/6/26

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentrati…

Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26

Nvidia is finally derisked enough to buy, according to GMO’s Tom Hancock. New York becomes the first state to pass anti-data center development legislation. Plus, the steps South Korea plans to take to calm the Kospi’s wild swings.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com …