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U.S. Stocks Are “in the Realm of Extreme Belief,” GMO’s James Montier Says

Barron's
James Montier of GMO told an audience at the Inside ETFs Conference in Fort Lauderdale, Florida that we're “in the realm of extreme belief”...
58 months ago

Episode #107: James Montier, GMO, “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis”

Meb Faber Research
James Montier is a member of GMO's Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale.
78 months ago

The Value Perspective Podcast episode – with James Montier

Schroders
In this episode, Andy, Sean and James discuss the 'Seven Sins' of fund management'; James's explanation of why he was wrong to predict corporate margins would...
14 months ago

Q&A With GMO Strategist James Montier

Barron's
GMO strategist James Montier is bearish on U.S. stocks, prefers emerging markets, and defends modern monetary theory, or MMT.
64 months ago

GMO’s Montier: stonks are ‘absurd’

Financial Times
The storied market specialist finds little reason to be cheerful about US equities.
52 months ago

James Montier – The World’s Dumbest Idea – Shareholder Value Maximization

The Acquirer's Multiple
James Montier wrote a great paper called – The World's Dumbest Idea, that explored the problems surrounding the concept of shareholder value and its...
74 months ago

James Montier says nothing is cheap and his GMO is holding cash

Financial Times
James Montier, fresh from a presentation to clients of the $85bn Boston asset manager which employs him, is wearing Darth Vader cufflinks.
96 months ago

Slow-burning Minsky moments

Financial Times
First of all, we have to get something out of the way. To the left is the new headshot James Montier is using for his pieces at GMO versus...
17 months ago

Forget Wall Street! 5 Stages of a Humble Investing Strategy – James Montier

The Acquirer's Multiple
James Montier is a member of GMO's Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société...
98 months ago

The economy is in a 'rolling financial crisis' as private sector debt balloons, GMO says

markets.businessinsider.com
The US is saddled with mountains of debt, with the ratio of private-sector debt to GDP clocking in above 150% for most of the last 20 years.
17 months ago