10 Podcast Episodes
The Value Perspective with James Montier
The Value Perspective with James Montier
If you listened to our recent episode featuring Sean Peche, you might recall that he said he’d like to meet James Montie... Read more
7 Aug 2023
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59mins
James Montier Explains Why Corporate Profits Keep Going Up
James Montier Explains Why Corporate Profits Keep Going Up
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were des... Read more
26 Jun 2023
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40mins
James Montier on Whether Inflation will be Transitory
James Montier on Whether Inflation will be Transitory
If there was a word of the year for 2021, it would be “transitory.” Ever since the Fed declared that inflation would be ... Read more
19 Oct 2021
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31mins
Investment Thinking Episode 34 - interview with James Montier of GMO
Investment Thinking Episode 34 - interview with James Montier of GMO
I had the good fortune to work with James many years ago at NatWest Markets before he went to SocGen and became an inves... Read more
20 Nov 2020
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44mins
18: The Little Book of Behavioral Investing by James Montier
18: The Little Book of Behavioral Investing by James Montier
Brian and Tom discuss James Montier's "The Little Book of Behavioral Investing" Topics cover some of the mental errors w... Read more
4 Nov 2020
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2hr 16mins
Episode 6 - The Little Book of Behavioral Investing by James Montier – Book Summary Podcast
Episode 6 - The Little Book of Behavioral Investing by James Montier – Book Summary Podcast
Investing is as much of an art is it is a science. Which is why our behaviour and our emotions can have a strong impact ... Read more
23 Sep 2020
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13mins
James Montier on Fear and Investment (Podcast)
James Montier on Fear and Investment (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with James Montier, who is a member of the asset allocation team at Gr... Read more
17 Apr 2020
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57mins
James Montier: 'How Do I Get Paid for Owning This Asset?'
James Montier: 'How Do I Get Paid for Owning This Asset?'
Our guest on this week's installment of "The Long View" podcast is James Montier. Montier is a member of the asset-alloc... Read more
10 Jul 2019
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53mins
James Montier: 'How Do I Get Paid for Owning This Asset?'
James Montier: 'How Do I Get Paid for Owning This Asset?'
Our guest on this week's installment of "The Long View" podcast is James Montier. Montier is a member of the asset-alloc... Read more
10 Jul 2019
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53mins
#107 - James Montier - “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"
#107 - James Montier - “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"
In Episode 107 we welcome the great James Montier. The chat starts on the topic of James’ questionable sartorial choices... Read more
23 May 2018
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59mins