Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 19 September 2022

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode features Ben Inker reading his piece, Dispelling Myths in The Value vs. Growth Debate. Ben is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to the Massachusetts Coalition to Prevent Gun Violence on behalf of Ben Inker. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends. We're back with volume six of the best investment rioting
0:12.2	series each year our team carefully sorts
0:15.0	through tons of research and investment letters from some of the most
0:18.2	respected money managers and investment researches from all over the world to
0:22.3	pick the best of the best to share with you.
0:24.4	We offer the authors of those pieces the chance to record an audio version as a segment of the
0:29.2	podcast. Past participants included the likes of Cam Harvey, Larry Swedro, and Rob or not.
0:35.0	Enough for me. Let's get to our guests and let them take over this special episode.
0:40.0	Hi, this is Ben Inker, the co-head of asset allocation at GMO.
0:45.0	GMO is an investment firm managing stocks, bonds, and liquid alternatives for institutional investors and investment advisors
0:53.0	around the world.
0:54.0	To learn more, you can check us out at gMO.com.
0:58.0	Before we get to the piece, I'd like to thank Stream by AlphaSense
1:01.0	for sponsoring today's episode. That money is being done. Thank you.
1:03.0	That money is being donated to the Massachusetts Coalition to Prevent Gun Violence.
1:08.0	The Coalition is an organization that knows that a judicial setback is no excuse to give up trying to make our
1:14.8	community safer and that we can all play a part in helping to reduce the
1:19.0	devastating toll that gun violence inflicts across our communities.
1:23.0	Now let's get into the episode.
1:25.0	I'm going to read a piece titled Dispelling Myths in the Value versus Growth Debate.
1:31.0	After two of the best quarters for value in at least a decade,
1:35.6	the second quarter of 2021 saw a return of growth stock leadership
	...

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