Jason Halliwell on Value Investing, Systematic Macro and Carry
Sep 29, 2023•45 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
This episode is sponsored by Masterworks
Jason Halliwell is the head of GMO’s Systematic Global Macro team and a partner of the firm. GMO is a leading value-oriented asset manager with $60bn under management. Jason joined GMO in September 1999 from Westpac Investment Management where he spent three years in research and development of quantitative tactical asset allocation methods. In the podcast, we talk about equity views, why systematic works in macro, how to think about value investing, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
For the best experience, listen in Metacast app for iOS or Android