Excess Returns
Excess Returns
Jun 24, 2021
Rob Arnott on Inflation, Bubbles and the Future of Value Investing
Play • 56 min

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. 

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