Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge
Money For the Rest of Us · Money For the Rest of Us
Audio is streamed directly from the publisher (rss.art19.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.
FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.
Topics discussed in the episode include:
- How experienced professionals can have a significant influence on one's career, such as the impact Jeremy Grantham and David Swenson had on Ben's career
- The impact of the rise of passive investing
- Investment opportunities in quality and deep-value stocks
- The distinct risks of the high concentration in large-cap tech stocks
Show Notes
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Related Episodes
491: The Five Layers of Investing
419: How to Make Portfolio and Asset Allocation Changes
401: Why Diversifying Your Portfolio Feels Awful
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.