Tom Hancock's guest appearances

Tom Hancock

The Meb Faber Show

The Amazing Nowhere U.S.A.

Combustible

Politics Theory Other

Humans of Agriculture

All Things Small Biz

Bloomberg Daybreak: Asia Edition

Donald Trump

James Butler

Hal Moore

Judith Butler

Will Davies

Owen Hatherley

Juliet Jacques

Melissa Gira Grant

Bhaskar Sunkara

Edmund Burke

Kate Soper

Jonathan Wilson

Scott Walker

Owen Jones

Aaron Bastani

OwlTail

Ben Inker

Today’s guests are GMO’s Ben Inker and Tom Hancock. Ben is the co-head of GMO’s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies.   In today’s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive today. We dig into both factors and get specifics on their set up looking forward. We also touch on growth traps, Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be disrupted by AI.  Did you enjoy this episode? Leave us a review, and then listen to Meb’s episode last year with GMO co-founder Jeremy Grantham. ----- Follow Meb on Twitter, LinkedIn and  YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts.  YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).  Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Today’s guests are GMO’s Ben Inker and Tom Hancock. Ben is the co-head of GMO’s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies.   In today’s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive today. We dig into both factors and get specifics on their set up looking forward. We also touch on growth traps, Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be disrupted by AI.  Did you enjoy this episode? Leave us a review, and then listen to Meb’s episode last year with GMO co-founder <a href="https://mebfaber.com/2022/03/09/e397-jeremy-grantham/" rel="nofollow" target="_blank">Jeremy Grantham</a>. ----- Follow Meb on <a href="https://twitter.com/MebFaber" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/mebanefaber/" rel="nofollow" target="_blank">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1" rel="nofollow" target="_blank"> YouTube</a> For detailed show notes, click <a href="https://mebfaber.com/2023/06/21/inker-hancock/" rel="nofollow" target="_blank">here</a> To learn more about our funds and follow us, subscribe to our <a href="https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&amp;id=7249739cdb" rel="nofollow" target="_blank">mailing list</a> or visit us at <a href="http://www.cambriainvestments.com/" rel="nofollow" target="_blank">cambriainvestments.com</a> ----- Today's episode is sponsored by <a href="https://go.ycharts.com/meb2023" rel="nofollow" target="_blank">YCharts</a>.  YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit <a href="https://go.ycharts.com/meb2023" rel="nofollow" target="_blank">YCharts</a> to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only).  Today’s episode is sponsored by <a href="https://theideafarm.com/" rel="nofollow" target="_blank">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free <a href="http://eepurl.com/XkyPv" rel="nofollow" target="_blank">here</a>. Follow The Idea Farm: <a href="https://twitter.com/TheIdeaFarm" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/company/theideafarm-co/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/mebfabershow/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.tiktok.com/@mebfabershow" rel="nofollow" target="_blank">Tik Tok</a> ----- Interested in sponsoring the show? Email us at <a href="mailto:Feedback@TheMebFaberShow.com">Feedback@TheMebFaberShow.com</a> ----- Past guests include <a href="https://mebfaber.com/2017/02/08/10017/" rel="nofollow" target="_blank">Ed Thorp</a>, <a href="https://mebfaber.com/2021/08/04/e337-richard-thaler/" rel="nofollow" target="_blank">Richard Thaler</a>, <a href="https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/" rel="nofollow" target="_blank">Jeremy Grantham</a>, <a href="https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/" rel="nofollow" target="_blank">Joel Greenblatt</a>, <a href="https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/" rel="nofollow" target="_blank">Campbell Harvey</a>, <a href="https://mebfaber.com/2022/03/30/403-ivy-zelman/" rel="nofollow" target="_blank">Ivy Zelman</a>, <a href="https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/" rel="nofollow" target="_blank">Kathryn Kaminski</a>, <a href="https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/" rel="nofollow" target="_blank">Jason Calacanis</a>, <a href="https://mebfaber.com/2022/01/31/e387-whitney-baker/" rel="nofollow" target="_blank">Whitney Baker,</a> <a href="https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/" rel="nofollow" target="_blank">Aswath Damodaran</a>, <a href="https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/" rel="nofollow" target="_blank">Howard Marks</a>, <a href="https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/" rel="nofollow" target="_blank">Tom Barton</a>, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out <a href="https://mebfaber.com/mebs-deals/" rel="nofollow" target="_blank">here</a>!

Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486

Financial Times journalist Tom Hancock joins me from the city of Wuhan -  the epicentre of the coronavirus outbreak. We spoke about the situation in the city, the response of the Chinese government to the crisis and how it compares to the SARS outbreak of 2002. We also discussed the broader political significance of the outbreak and the public mood in Wuhan and China more broadly.

#73 Inside Wuhan w/ Tom Hancock

Keith Schneider

Every good series has an origins episode. Our origins won't involve altering time or the story, but it may answer some questions about how this whole thing came to be.Tom Hancock and Keith Schneider are two of MAFFC's founding members and they sit down with us to discuss just what it took to start a firefighter conference, what it takes to keep going, and where we hope the conference will go from here.

Every good series has an origins episode. Our origins won't involve altering time or the story, but it may answer some questions about how this whole thing came to be.Tom Hancock and Keith Schneider are two of MAFFC's founding members and they sit down with us to discuss just what it took to start a firefighter conference, what it takes to keep going, and where we hope the conference will go from here.

Episode 008 - MAFFC Origins with Tom Hancock and Keith Schneider