GMO, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where GMO comes up

loading…

▶ 16:18 Ted Seides What was your path from the first days in investing until the founding of GMO?
▶ 21:18 Ted Seides Clearly, GMO has become a lot more than the two hundred and fifty million dollars compounded.
▶ 1:01:11 Jeremy Grantham One of my colleagues on the GMO board, who was a friend of my co-writer, decided that she would ask the board if we shouldn't do a book. 2 times in the scene
▶ 1:12:12 Ted Seides As you distilled everything you've seen across the investment landscape, both what you did at GMO and then externally with clients, into your family foundation, I was curious how you chose to pursue the investment strategy for the…

▶ 1:00:55 Nick Rohatyn The last piece, which was an acquisition from GMO in Boston eight years ago, is a forestry and agriculture business.

▶ 5:12 Ted Seides Our conversation covers David's journey to investing, including sitting alongside Jeremy Grantham during GMO's early growth stage and founding TIFF.
▶ 11:51 David Salem I had learned a lot, and at that point, GMO was exploding in size. 5 times in the scene
▶ 19:20 David Salem I had been subject to that separation process on the opposite side of the table, meeting with dozens, maybe hundreds of investment committees with particularly my GMO hat on, but that was being vetted as opposed to doing the vetting.
▶ 1:02:53 David Salem I'd have to go back to my GMO days.

▶ 4:43 Ted Seides We discuss Toby's deep rooted fascination with Japan, his education in Japanese culture, and transition to investing on the sell side and at GMO.
▶ 15:41 Ted Seides As you transitioned over to the buy side, what was that experience like in those years of GMO? 4 times in the scene

▶ 46:03 Sarah Samuels It was something that experimental physicists that we hired who worked at GMO came over and taught us about how to use data in a different way, so it really did help us, and we still use a lot of those

▶ 52:54 Ted Seides Um, if you looked at the market, GMO does their, you know, seven year forecasts 2 times in the scene

▶ 4:47 Ted Seides Jeremy is the famed leader of Money Manager GMO, where he oversees sixty billion dollars in assets. 2 times in the scene
▶ 5:34 Ted Seides Why don't we, just for background, chat a little bit about how you first got involved knowing Jeremy and investing with GMO. 11 times in the scene
▶ 54:36 Alex Shahidi Speaking about inflation, we haven't seen significant inflation since you started GMO in the 19 seventies.

▶ 4:11 Ted Seides My guest on today's first meeting is Ben Inker, the head of the asset allocation team at GMO, a sixty billion dollar asset manager known for its value bias under founder Jeremy Grantham. 5 times in the scene
▶ 14:10 Ben Inker And then at some .1 of the partners at GMO called up David to ask if he knew of any students at the Yale School of Management that he thought would be a good fit for the firm. 10 times in the scene
▶ 19:27 Ted Seides What did you come to learn about your own kind of investing philosophy and the ethos of GMO? 3 times in the scene
▶ 25:12 Ted Seides The history of GMO inevitably comes to this 2000 to 2002 period where business was great, value underperformed for a while, business was less good, and then you had a bounce.
▶ 48:32 Ted Seides This question of the impact of concentration and technology, and at the same time, almost more than any time in your tenure at GMO, notwithstanding the late nineties, you've effectively been pounding the table on what you see as a very…

▶ 19:49 Bill Spitz In my little firm that I help operate now, we do a reasonably disciplined job of forecasting returns, and we use inputs from other firms like GMO and research affiliates.

Turn any episode into a week of clips.