29 min listen
Jason Halliwell on Value Investing, Systematic Macro and Carry
Jason Halliwell on Value Investing, Systematic Macro and Carry
ratings:
Length:
45 minutes
Released:
Sep 29, 2023
Format:
Podcast 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/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
Released:
Sep 29, 2023
Format:
Podcast episode
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