Welcome podcast listeners. Today we have a fantastic bonus episode for you.

We recently published our new book, The Best Investment Writing

Volume 2. The first one was a hit with Money Week concluding that it should be on

every investor's bookshelf. But we made the second volume even better. We

expanded it to include 41 hand selected investment

articles written by some of the most respected money managers and investment researchers in the world.

We are really proud of it. We also thought it would be fun to bring on some of the authors and have them read their specific chapter from the book.

So that's what you're getting in today's special bonus episode.

If you're interested in picking up a copy of the Best investment writing volume two head on over to

Amazon or a publisher's website which is Harryman House. Also know that your

purchase will be benefiting charities as all the writer proceeds to go to the

charity of the specific author's choosing. So enough for me let's all the

author's choosing. So enough for me, let's get to our guest author take over with this special bonus episode.

Hi, this is Rick Friedman. I'm a portfolio strategist on the asset allocation team at GMO.

GMO is a global private investment management firm founded in 1977, which manages approximately $70 billion for endowments, foundations, public and private

pension plans, family offices and wealth managers.

To learn more about our firm and to access some of our research, including our seven-year asset class

forecasts and quarterly letters, you can find us at gMO.com. On behalf of my co-author Anna Chittakeena, the head of our asset allocation

quantitative research team, I'm going to read the chapter entitled Feng Shmang,

don't blame the overvaluation of the S&P

solely on information technology

from the best investment writing volume two. A small group of technology stocks have

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