Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486

<p>Today’s guests are GMO’s Ben Inker and Tom Hancock. Ben is the co-head of GMO’s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies. <span class="Apple-converted-space"> </span></p> <p>In today’s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive today. We dig into both factors and get specifics on their set up looking forward. We also touch on growth traps, Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be disrupted by AI.<span class= "Apple-converted-space"> </span></p> <p>Did you enjoy this episode? Leave us a review, and then listen to Meb’s episode last year with GMO co-founder <a href= "https://mebfaber.com/2022/03/09/e397-jeremy-grantham/">Jeremy Grantham</a>.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>,</strong> <a href= "https://www.linkedin.com/in/mebanefaber/"><strong>LinkedIn</strong></a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2023/06/21/inker-hancock/"><strong>here</strong></a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb"><strong>mailing list</strong></a><strong> </strong>or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today's episode is sponsored by <a href= "https://go.ycharts.com/meb2023">YCharts</a>.  YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitor