The Meb Faber Show - Better Investing Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549
Sep 13, 2024
Rob Arnott, founder and Chairman of Research Affiliates, shares insights on investing in stocks that have been dropped from major indexes, a strategy highlighting their potential for high returns. He discusses the extraordinary performance of these 'dumped' stocks and how they often represent deep value opportunities. The conversation also touches on the current market dynamics, the allure of AI narratives, and the impact of macroeconomic conditions on small-cap investing. Arnott’s expertise sheds light on navigating today’s complex investment landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 1min
The Dynamics of Index Fund Investing
01:29 • 25min
Investing Insights into Micro and Small Cap Markets
26:00 • 3min
The Impact of Market Narratives
29:06 • 7min
Navigating Asymmetric Risks in Today's Economy
36:13 • 10min
Insights on Investment Strategies and Resources
46:33 • 2min