Events | 16 August 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.

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