Quote · Excess Returns

We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong

Explore episode Jun 24, 2026

Understanding why you're getting paid for the activity you are doing is really crucial.

Ben Inker

We Asked GMO’s Head of Asset Allocation…

Where this was said

Why Ben Inker thinks the AI bubble may be easier to navigate

At 1:39 · chapter starts 0:58

Ben Inker previews the episode's key ideas: earnings bubbles, historical comparisons to 2007 Europe, unprecedented US stock supply, and why understanding your return source matters.

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