4.7 • 938 Ratings
🗓️ 19 September 2022
⏱️ 29 minutes
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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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