James Montier: Why Does Everyone Hate MMT?

Johnny HopkinsJames MontierLeave a Comment

James Montier recently released a great paper titled – Why Does Everyone Hate MMT?, Groupthink in Economics. In the paper he argues that MMT is misunderstood by the ‘great and the good’ such as Rogoff, Krugman, and Summers, saying: Modern Monetary Theory (MMT) seems to provoke a visceral reaction amongst … Read More

James Montier: What’s The Key Lesson Investors Can Learn From Templeton, Soros, Berkowitz and Steinhardt

Johnny HopkinsInvesting Strategy, James MontierLeave a Comment

One of the best books ever written on Behavioral Investing is – The Little Book of Behavioral Investing by James Montier. There’s a great passage in the book in which Montier emphasises the key lesson that investors can learn from the world’s greatest investors saying: Small manageable steps are likely to … Read More

James Montier: You Can Turn Behavioral Biases Into An Advantage Using A Valuation-Based Framework

Johnny HopkinsJames Montier2 Comments

We’ve just been listening to a great interview with James Montier on Meb Faber’s podcast. During the interview Montier provides some great insights to help investors protect themselves from their behavioral biases. Montier says that you can actually turn behavioral biases, like anchoring, into an advantage using a valuation-based framework. … Read More

Forget Wall Street! 5 Stages of a Humble Investing Strategy – James Montier

Johnny HopkinsJames Montier, ResourcesLeave a Comment

James Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Montier is an expert in behavioral investing and the author of several books including: Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance Value Investing: Tools … Read More