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Today\u2019s guest is Catherine LeGraw, a member of GMO\u2019s Asset Allocation Team.\nIn today\u2019s episode, Catherine explains why this is \u201cthe best relative asset allocation opportunity we\u2019ve seen in 35 years," and \u201cwe are building portfolios with some of the highest forecasted relative and absolute returns we\u2019ve ever seen." She explains where she sees opportunity around the world today, why she\u2019s excited about deep value and quality, and how she\u2019s thinking about the Magnificent 7.\n\n(1:34) - Welcome to our guest, Catherine LeGraw\n\n(1:45) - Why Catherine is so excited about the opportunity set today (Record Highs\u2026But We\u2019re Still Excited)\n\n\n(8:04) - The Magnificent 7 (Magnificently Concentrated)\n\n\n(14:39) - The opportunity in deep value\n\n(17:10) - Opportunities in foreign stocks\n\n(20:38) - GMO 7-Year Asset Class Forecast (Feb. 29, 2024)\n\n\n(23:46) - Currency implications\n\n(24:56) - The current state of bonds\n\n(30:46) - Other interesting assets\n\n(34:35) - Jump in the Deep End / GMO\n\n\n(34:59) - Catherine\u2019s most controversial opinion\n\n(37:04) - Catherine\u2019s most memorable investment\n\n(38:41) - What in Tarnation\n\n\n\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 mailing list or visit us at cambriainvestments.com\n-----\nSponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). View their Economic Update Visual Deck.\xa0\n-----\nFollow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices