The Thoughtful Contrarian: Featuring Ben Inker

FEG Insight Bridge

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Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025.

On this episode of the FEG Insight Bridge Podcast, we are joined by Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Greg Dowling discuss the impact of market concentration, the role of quality and value in portfolios, and the effects of passive investing. Ben provides insights into the performance of U.S. large cap growth stocks, the state of Japanese small caps, and the potential importance of diversification in uncertain times. Ben also shares his career journey at GMO, highlighting lessons learned from industry leaders like Jeremy Grantham and David Swenson.

Tune in for key insights on market concentration and the evolving dynamics of today's investment landscape.

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Chapters

1. Introduction (00:00:00)

2. Episode and Introduction of Ben Inker (00:00:30)

3. GMOs Evolution (00:04:09)

4. Lessons from Jeremy Grantham and David Swenson (00:05:57)

5. The Market Landscape Over the Years (00:12:33)

6. Today's Market Concentration vs. Historical (00:17:10)

7. Does Passive Investing Have an Impact on Concentration? (00:20:54)

8. Investment Perspective: Diversification, Quality, and Value in Portfolios (00:25:53)

9. A Look into Small Caps (00:36:05)

10. The Potential of Japan (00:40:46)

11. More About Ben (00:45:22)

58 episodes

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