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Ben Inker

Person

Heard in 1 episode across 1 show since Oct 2026

Ben Inker is a partner at GMO and head of the firm's Asset Allocation team. He is known for his work in investment strategy, asset allocation, and research on long-term market returns.

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Ben Inker has said on podcasts

46 statements

  1. on AI compute oversupplyNegativeOct 14, 2026· Monetary Matters with Jack Farley

    Compute oversupply would cause defaults, bankruptcies, and poor hyperscaler returns.

    “Massive defaults on the credit side. We will see companies on the equity side go bust. We will see a problem for the hyperscalers where their return on investment turned out to be lousy.”

    Listen at 0:29

    Open the episode · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO
  2. on U.S. stock marketNegativeOct 14, 2026· Monetary Matters with Jack Farley

    An AI compute oversupply shock could reduce the market 35–50%.

    “That is a minus 35 to 50% in the market.”

    Listen at 0:48

    Open the episode · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO
  3. on Artificial IntelligenceNegativeOct 14, 2026· Monetary Matters with Jack Farley

    Transformational technologies such as AI normally generate speculative bubbles.

    “Why do we think AI is a bubble? I'd say kind of at the highest level, it is because it is a transformational technological change. Transformational technological changes normally create bubbles.”

    Listen at 1:58

    Open the episode · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Ben Inker, newest first