James Montier is a member of GMO's asset allocation team. Prior to that, he was the co-Head of Global Strategy at Société Générale and has been the top-rated strategist in the annual Thomson Extel survey for most of the last decade. Montier is the author of three market-leading books, Behavioral Finance: Insights into Irrational Minds and Markets, Behavioral Investing: A Practitioners Guide to Applying Behavioral Finance, and Value Investing: Tools and Techniques for Intelligent Investment. He is a Visiting Fellow at the University of Durham and a Fellow of the Royal Society of Arts. Montier has been described as a maverick, an iconoclast, and an enfant terrible by the press.
Introduction: This Is a Book About You.
Chapter One: In the Heat of the Moment.
Chapter Two: Who's Afraid of the Big Bad Market?
Chapter Three: Always Look on the Bright Side of Life.
Chapter Four: Why Does Anyone Listen to These Guys?
Chapter Five: The Folly of Forecasting.
Chapter Six: Information Overload.
Chapter Seven: Turn off That Bubblevision!
Chapter Eight: See No Evil, Hear No Evil.
Chapter Nine: In the Land of the Perma-Bear and the Perma-Bull.
Chapter Ten: The Siren Song of Stories.
Chapter Eleven: This Time Is Different.
Chapter Twelve: Right for the Wrong Reason, or Wrong for the Right Reason.
Chapter Thirteen: The Perils of ADHD Investing.
Chapter Fourteen: Inside the Mind of a Lemming.
Chapter Fifteen: You Gotta Know When to Fold Them.
Chapter Sixteen: Process, Process, Process.
Conclusion: The Road to Hell Is Paved with Good Intentions.