logo
episode-header-image
Dec 2023
59m 1s

Ben Inker: What Looks Cheap and Dear in ...

MORNINGSTAR
About this episode
GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities. 
Up next
Nov 18
Dan Haylett: ‘The Retirement You Didn’t See Coming’
<p> </p><p>Our guest on the podcast today is Dan Haylett, who’s the author of a new book called <a href=""><i>The Retirement You Didn’t See Coming</i></a>. Dan is a financial planner and head of growth for TFP Financial Planning based in the UK.<strong> </strong>Dan focuses on fi ... Show More
55m 13s
Nov 11
Callie Cox: A Student Teacher of Financial Markets
<p>Today’s guest on <i>The Long View</i> is Callie Cox. Callie is the chief market strategist at Ritholtz Wealth Management, where she helps the firm’s clients make sense of markets and suss out signal in the noise. Callie’s clear, relatable approach to market commentary blends d ... Show More
50m 2s
Nov 4
Beth Pinsker: Lessons From ‘My Mother’s Money’
<p>Our guest on the podcast today is Beth Pinsker. She’s a certified financial planner and the author of a new book called <i>My Mother’s Money: A Guide to Financial Caregiving</i>. Beth is also a veteran financial journalist. She’s currently a financial planning columnist at <i> ... Show More
53m 39s
Recommended Episodes
Jan 2023
Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks
Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about: - Why cash is a better he ... Show More
29m 22s
Jan 2024
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ... Show More
35m 13s
Sep 2020
Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]
My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the world of investing: the shift from public to pr ... Show More
1 h
Apr 2023
Improving Inflation, Earnings Kickoff, and "Walmart Envy"
Investors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production ch ... Show More
39m 31s
Mar 2023
Jeremy Grantham's Market Meat-Grinder
Jeremy Grantham blames the US Federal Reserve for creating a bubble in asset prices—one he says has a long way to go before it’s fully deflated. As a result, stock prices may not reach bottom until late next year, he warns. The 84-year-old co-founder of investment firm GMO joined ... Show More
47m 17s
Apr 2020
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ... Show More
54m 35s
Nov 2022
Surprising Earnings and Portfolio Protection
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fue ... Show More
39m 48s
Mar 2023
What's Your Investing Thesis?
It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock (10:17) Dei ... Show More
22m 14s