1. EachPod

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

Author
Adam Taggart | Thoughtful Money
Published
Thu 15 Aug 2024
Episode Link
https://podcasters.spotify.com/pod/show/thoughtful-money/episodes/US-Stocks-Too-Richly-Valued-For-Their-Risk--John-Pease--GMO-e2n6v09

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

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