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Home > Excess Returns > Systematic Global Macro Investing with GMO’s Martin Emery


	Podcast:		Excess Returns
	Episode:		Systematic Global Macro Investing with GMO’s Martin Emery
	Category:		Business
	Duration:		00:38:02
	Publish Date:		2022-06-02 16:00:06
	Description:		This week we speak with Martin Emery from GMO's Systematic Global Macro team. We discuss the current macro environment and what it means for long-term investors. We cover the outlook for inflation, the future of the 60-40 portfolio and the benefits of alternatives in a low return environment. We also talk about some of the unique aspects of their systematic approach including how they look at currency investing and incorporating sentiment into a global macro process. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
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