This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.
FEG Investment Advisor is David’s former institutional advisory firm, where he worked for 17 years before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David’s former business partner and colleague.
Topics covered include:
- How experienced professionals can have a significant influence on one’s career, such as the impact Jeremy Grantham and David Swenson had on Ben’s career
- The impact of the rise of passive investing
- Investment opportunities in quality and deep-value stocks
- The distinct risks of the high concentration in large-cap tech stocks
Show Notes
The Thoughtful Contrarian: Featuring Ben Inker—FEG Investment Advisors
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Related Episodes
491: The Five Layers of Investing
419: How to Make Portfolio and Asset Allocation Changes
401: Why Diversifying Your Portfolio Feels Awful
Transcript
You can find the transcript here.
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