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Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing

Excess Returns
43.7K subscribers
4K views 4 years ago Excess Returns
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven't seen before. Fiscal stimulus has increased to levels that truly are unprecedented, inflation may become an issue for the first time in a long time, and many investors are arguing the fundamentals don't matter anymore This week, we are fortunate to be joined by Research Affiliates founder Rob Arnott to help us work through all of it. We discuss the implications of government stimulus, how to identify bubbles in advance and the future of value investing, among many other topics. We hope you enjoy the discussion. LEARN MORE ABOUT RESEARCH AFFILIATES https://www.researchaffiliates.com RESEARCH AFFILIATES RESEARCH & INSIGHTS https://www.researchaffiliates.com/en... SEE LATEST EPISODES https://www.validea.com/excess-return... 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:   / practicalquant   LinkedIn:   / jack-forehand-8015094   FOLLOW JUSTIN Twitter:   / jjcarbonneau   LinkedIn:   / jcarbonneau   ...more
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Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
96Likes
4,019Views
2021Jun 24
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven't seen before. Fiscal stimulus has increased to levels that truly are unprecedented, inflation may become an issue for the first time in a long time, and many investors are arguing the fundamentals don't matter anymore This week, we are fortunate to be joined by Research Affiliates founder Rob Arnott to help us work through all of it. We discuss the implications of government stimulus, how to identify bubbles in advance and the future of value investing, among many other topics. We hope you enjoy the discussion. LEARN MORE ABOUT RESEARCH AFFILIATES https://www.researchaffiliates.com RESEARCH AFFILIATES RESEARCH & INSIGHTS https://www.researchaffiliates.com/en... SEE LATEST EPISODES https://www.validea.com/excess-return... 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:   / practicalquant   LinkedIn:   / jack-forehand-8015094   FOLLOW JUSTIN Twitter:   / jjcarbonneau   LinkedIn:   / jcarbonneau  
315 episodes
Excess Returns
Excess Returns

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Excess Returns

43.7K subscribers