55 min

Rob Arnott on Inflation, Bubbles and the Future of Value Investing Excess Returns

    • Investing

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. 

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

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. 

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

55 min