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Podcast: The Meb Faber Show - Better Investing
Episode: GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Description: Today’s guest is Catherine LeGraw, a member of GMO’s Asset Allocation Team.In today’s episode, Catherine explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years," and “we are building portfolios with some of the highest forecasted relative and absolute returns we’ve ever seen." She explains where she sees opportunity around the world today, why she’s excited about deep value and quality, and how she’s thinking about the Magnificent 7.
(1:34) - Welcome to our guest, Catherine LeGraw
(1:45) - Why Catherine is so excited about the opportunity set today (Record...