Ben Inker & Tom Hancock, GMO The Value and Quality Opportunity | #486

Published: June 21, 2023, 5 p.m.

b'Today\\u2019s guests are GMO\\u2019s Ben Inker and Tom Hancock. Ben is the co-head of GMO\\u2019s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO\\u2019s Quality Strategies.\\xa0\\nIn today\\u2019s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive today. We dig into both factors and get specifics on their set up looking forward. We also touch on growth traps, Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be disrupted by AI.\\xa0\\nDid you enjoy this episode? Leave us a review, and then listen to Meb\\u2019s episode last year with GMO co-founder Jeremy Grantham.\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\'s episode is sponsored by\\xa0YCharts.\\xa0YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit\\xa0YCharts\\xa0to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).\\xa0\\nToday\\u2019s episode is sponsored by\\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Subscribe for free\\xa0here.\\nFollow The Idea Farm:\\xa0Twitter\\xa0|\\xa0LinkedIn\\xa0|\\xa0Instagram\\xa0|\\xa0Tik Tok\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb\'s invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'