The Best Investment Writing Volume 5: John Pease, GMO – Value: If Not Now, When?

<p>Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. </p> <p> </p> <p>You’ll hear from some of the most respected money managers and investment researchers from all over the planet.  </p> <p> </p> <p>Enough from me, let’s let John take over this special episode. </p> <p> </p> <p><strong>To read the original piece,</strong> <a href= "https://www.gmo.com/americas/research-library/3q-2020-gmo-quarterly-letter/"> click here</a>.</p> <p> </p> <p>-----</p> <p> </p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, visit <a href= "mebfaber.com/podcast">mebfaber.com/podcast</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">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p> </p> <p>-----</p> <p> </p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.</p>