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Value Investing, Inflation and Expected Returns with Rob Arnott

Excess Returns

00:00

Drawdowns, Bubbles, and AI Revolution

Exploring the impact of drawdowns on value and growth companies during crises, transitioning to discuss bubbles and AI market delusions with a focus on past bubbles like the dot-com era and electric vehicles. Evaluating Tesla's high valuation, disruptors in the electric vehicle industry, and analyzing Nvidia's role in the AI revolution.

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