James Montier: 'How Do I Get Paid for Owning This Asset?'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 10 July 2019

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Amid a weak stretch for value strategies, the asset-allocation specialist discusses why GMO remains pessimistic in its outlook for U.S. stocks.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.8	Welcome to the Longview.
0:34.6	I'm Jeff Battack, Global Director of Manager Research for Morningstar
0:37.5	Research Services.
0:38.5	And I'm Christine Ben's Director of Personal Finance for Morningstar.com.
0:43.3	Our guest this week is James Montier. James is a member of the asset allocation team at
0:48.3	Grantham Mayo, Van Otterloo & Co. Before joining GMO in 2009, James was co-head of Global Strategy at Sogen. A prolific
0:57.1	and incisive writer, James has authored several books, including behavioral investing, a
1:02.0	practitioner's guide to applying behavioral finance, value investing tools and techniques for
1:06.7	intelligent investment, and the little book of behavioral investing. He's also a regular contributor
1:12.3	to GMO's library of white papers and research studies on topics ranging from productivity,
1:17.8	strategic asset allocation, contrarianism, and much more. In addition to his duties at GMO,
1:23.7	James is also a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts.
1:29.5	We're very pleased to welcome him to the Longview today, James. Thanks so much for joining us.
1:34.3	Hi, James.
1:35.1	Hey, thank you very much for having me.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.