James Montier

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

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

40mins

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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

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

44mins

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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

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

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

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

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

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

59mins

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