James Montier on Fear and Investment (Podcast)
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 17 April 2020
⏱️ 59 minutes
🧾️ Download transcript
Summary
Bloomberg Opinion columnist Barry Ritholtz speaks with James Montier, who is a member of the asset allocation team at Grantham, Mayo, Van Otterloo & Co. (GMO). Prior to that, he was the co-head of global strategy at Société Générale. Montier is also the author of several market-leading books, including “The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy.”
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Transcript
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| 0:00.0 | May 23rd through the 25th, the Qatar Economic Forum powered by Bloomberg returns to Doha, |
| 0:05.9 | convening voices that are spotlighting solutions to some of our most pressing global challenges. |
| 0:10.4 | Speakers include CEOs from the Boeing Company, Miramax, VinFast, Blockchain.com, Sundance |
| 0:16.3 | Institute, and more. |
| 0:17.6 | Join over 500 international executives leading the conversations to put consumers and technology |
| 0:22.7 | at the forefront and drive resilient economic growth into the next decade. |
| 0:26.8 | Visit QatarEconomicForum.com to learn more. |
| 0:32.0 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 0:37.0 | This week on the podcast, I know I say I have an extra special guest all the time, but I really |
| 0:43.6 | have an extra special guest. |
| 0:45.2 | His name is James Montier. |
| 0:47.2 | You know him from his years as partners with Albert Edwards at both Dresner and Society |
| 0:53.0 | General. |
| 0:54.0 | He is currently on the asset allocation team at GMO, and I know James in passing for many |
| 1:03.0 | years, and I have been chasing him down to come into the studio to record one of our little |
| 1:09.4 | chats. |
| 1:10.4 | And he is so difficult to pin down. |
| 1:13.1 | He is located in the hinterlands of the UK. |
| 1:16.5 | He's not even in London. |
| 1:18.5 | He's hiding in an undisclosed location north of the city. |
| 1:24.0 | And he is in and out of Boston and New York, so frequently it's tough to grab him. |
| 1:29.2 | But since we're all sheltering in place and he has nowhere to go, I was able to pin |
... |
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