Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.
3:47 “There’s no such thing as a bargain in the absence of fear”
8:53 Shiller P/E and central banks
13:06 Bubbles in a negative-rate era
20:13 Deficit spending: Does it matter?
24:36 The nature of indexation
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
