James Montier: 'How Do I Get Paid for Owning This Asset?'

<p>Our guest on this week's installment of &quot;The Long View&quot; podcast is James Montier. Montier is a member of the asset-allocation team at Grantham, Mayo, Van Otterloo &amp; Co. Before joining GMO in 2009, he was co-head of global strategy at Societe Generale. A prolific and incisive writer, Montier has authored several books, including Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment; and The Little Book of Behavioral Investing. He's also a regular contributor to GMO's library of white papers and research studies on topics ranging from productivity, strategic asset allocation, contrarianism, and more. In addition to his duties at GMO, Montier is also a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts.</p> <p> <p><strong>Background </strong><br /> <a href="https://www.gmo.com/americas/" target="_blank">Grantham, Mayo, Van Otterloo & Co.</a></p> <p><em><a href="https://www.amazon.com/gp/product/B004D4YO2O/ref=dbs_a_def_rwt_bibl_vppi_i1" target="_blank">Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance</a></em> by James Montier </p> <p><em><a href="https://www.amazon.com/gp/product/0470683597/ref=dbs_a_def_rwt_bibl_vppi_i2" target="_blank">Value Investing: Tools and Techniques for Intelligent Investment</a></em> by James Montier </p> <p><em><a href="https://www.amazon.com/gp/product/0470686022/ref=dbs_a_def_rwt_bibl_vppi_i0 " target="_blank">The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy</a></em> by James Montier </p> <p><a href="https://www.gmo.com/americas/research-library/" target="_blank">GMO's research library</a>  </p> <p><a href="https://www.gmo.com/americas/research-library/?author=5d74cbfb-60a4-4fae-a578-9542221d34eb" target="_blank">Montier's articles in GMO's research library</a> </p> <p><strong>Montier's Role at GMO</strong><br /> "My role is essentially to be difficult, and it turns out I'm quite good at that