About this episode
Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-class forecasting. Ben joined GMO in 1992 after completing his bachelor’s in economics from Yale. He’s been an analyst, a portfolio manager, and a CIO, and is a partner and board member for the firm. Background Bio GMO U.S. Quality ETF GMO Benchmark-Free Allocation III Reflecting on the Past Few Years “ GMA Questions Links Between Higher Interest Rates and Value Stocks ,” by Eric Rasmussen, fa-mag.com , March 27, 2021. “ GMO’s Inker: Why Investors Shouldn’t Fear a Recession in 2022 ,” by Jeff Berman, thinkadvisor.com , June 30, 2022. “ Profiting From a Bubble in Growth Stocks ,” webcast with Jeremy Grantham, Simon Harris, Ben Inker, and Catherine LeGraw, GMO.com , March 25, 2021. “ GMO: There’s Joy in Missing Out ,” by Julie Segal, institutionalinvestor.com , Jan. 31, 2023. Current Outlook “ Update on the Bursting Bubble in Growth Stocks ,” webcast with Jeremy Grantham, Simon Harris, and Ben Inker, GMO.com , June 15, 2022. “ Beyond the Landing ,” by Ben Inker and John Pease, GMO.com , 3Q 2023. “ Value Is Really More Resilient in a Recession Than You Think ,” by Ben Inker, Catherine LeGraw, and John Thorndike, GMO.com , June 6, 2023. “ Value Does Just Fine in Recessions ,” by Ben Inker, GMO.com , June 1, 2023. Non-U.S. “ Japan: This Time Really Is Different ,” by Drew Edwards, Rick Friedman, and Ben Inker, GMO.com , Sept. 6, 2023. Other “ Ben Inker: ‘The Portfolio We’re Running Today Is Abnormal Even for Us,’” The Long View podcast, Morningstar.com , July 28, 2020. “ Jeremy Grantham: The U.S. Market Is in a Super Bubble ,” The Long View podcast, Morningstar.com , Feb. 8, 2022. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.