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cover of episode Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

2025/2/5
logo of podcast Money For the Rest of Us

Money For the Rest of Us
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Ben Inker: 我在GMO工作了32年,这里就像我的家一样。虽然公司随着时间的推移发生了变化,但我们一直努力传承GMO的核心文化和投资理念。我非常感激Jeremy Grantham和David Swenson对我的职业生涯产生了深远的影响。Jeremy教会了我分解资产回报的根本驱动因素的重要性,而David则让我对投资产生了浓厚的兴趣,并教我如何享受解决投资难题的过程。我一直努力将这些经验融入到我的工作中,并帮助新加入团队的成员理解这些重要的原则。我认识到沟通在投资行业的重要性,即使你有伟大的想法,如果你不能有效地沟通,那么这些想法也可能无法实现。 Greg Dowling: 我认为GMO的品牌和理念非常明确,这有助于公司在市场变化中保持稳定。Jeremy Grantham对你产生了深远的影响,你从他那里学到的最重要的生活和投资经验是什么?

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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

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