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Value Investing, Inflation and Expected Returns with Rob Arnott

Excess Returns

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Navigating Inflation, Value Investing, and Market Narratives

The chapter explores the current narrative on inflation, potential investment strategies, and macroeconomic implications. It discusses consumer spending patterns, risks associated with rising inflation expectations, and historical inflation data trends. The conversation also delves into value investing, global market valuations, and the impact of indexation on market dynamics.

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