Events | August 16, 2024

John Pease on the Thoughtful Money Podcast

Overview

John Pease, member of GMO’s Asset Allocation team and a partner at the firm, joined Adam Taggart on the Thoughtful Money podcast. In the episode, Adam and John discussed the current market environment and the impact of the rising levels of passing investing on the stock market. John then explained why he believes some of the distortions in the market caused by passive investing provide opportunities for active investors such as GMO. 

You can listen to the full podcast here: US Stocks Too Richly Valued For Their Risk | John Pease, GMO (substack.com)

Disclaimer: The views expressed are the views of John Pease through the period ending August 16, 2024, and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
Copyright © 2024 by GMO LLC. All rights reserved.

Related Reading

GMO Quarterly Letter

FAQ: Passive Investing

By Ben Inker and John Pease

July 02, 2024

In this piece, we attempt to answer a number of questions we have gotten from clients about the impacts that rising levels of passive investing may have had on the stock market.

Read More
Insights

Deep Value

By Asset Allocation Team

August 23, 2024

GMO’s Asset Allocation team explains why deep value stocks are currently their highest conviction long-only investment idea.

Read More
Insights

Record Highs…But We’re Still Excited

By Asset Allocation Team

March 21, 2024

Despite strong gains in equity markets, an abundance of cheap assets and appealing valuation spreads within asset classes present the best relative asset allocation opportunity we’ve seen in 35 years.

Read More
Read More GMO Research
Subscribe to GMO Research