Archive for April, 2013

Ben Inker: The Next Generation of Financial Gurus

April 19, 2013

Every week on WEALTHTRACK Consuelo asks our guests what would be their recommendation for the One Investment for a long-term diversified portfolio. Ben Inker, co-head of GMO Asset Allocation Team and a protege of the legendary fund manager, Jeremy Grantham, recommends that a good place find solid stocks is to choose one with a rating of “A” and higher from the list of S & P 100 U.S. companies.  Continue Reading »

BEN INKER: MY FIRST AND ONLY JOB

April 19, 2013

No MBA? No graduate degree? Consuelo digs deeper into Inker’s  background when she asks him how he landed a job on the highly regarded GMO team right out college.

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Ben Inker: The Next Generation of Financial Gurus

April 19, 2013

A rare interview with next generation Financial Thought Leader Ben Inker, co-head of GMO’s asset allocation team. Inker explains why he is increasing GMO’s cash levels and treading very carefully in both the stock and bond markets.

WebEXTRA: Ben Inker – My First and Only Job
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Ben Inker Transcript 4/19/2013 #943

April 19, 2013

CONSUELO MACK: This week on WEALTHTRACK, investment strategies for dangerous markets. GMO’s next generation Financial Thought Leader, Ben Inker discusses the unprecedented challenges of a hyperactive Federal Reserve and historically low interest rates. Asset allocation for unusual times is next on Consuelo Mack WEALTHTRACK.

 

Hello and welcome to this edition of WEALTHTRACK. I’m Consuelo Mack. We live in unusual times. Central banks around the world, led by the Federal Reserve, have taken unprecedented actions to stimulate economic growth, prop up indebted governments, and bail out troubled banks. And because it is an experiment, no one quite knows how it is all going to turn out. One thing we do know for sure is the series of ground breaking actions by the Federal Reserve – keeping short term interest rates near zero for years and more recently buying $85 billion worth of treasury bonds and mortgage backed securities every month- have kept interest rates artificially low. The Fed’s policies are being called “financial repression” by some on Wall Street. What we don’t know is how it’s all going to turn out.

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RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO

April 17, 2013

RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO

Cash:

  • Protects portfolios from losses
  • Provides buying power when assets get cheap again

 

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