Excess Returns Value Investing, Inflation and Expected Returns with Rob Arnott
Mar 28, 2024
Rob Arnott, founder of Research Affiliates, discusses inflation, struggles of value investing, expected future returns, avoiding value traps, AI impact, and future concerns and optimism in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 1min
Navigating Inflation, Value Investing, and Market Narratives
01:06 • 28min
Navigating Contrarian Investing and Value Traps
29:05 • 2min
Strategies for Avoiding Value Traps in Investment Portfolios
31:16 • 4min
Drawdowns, Bubbles, and AI Revolution
35:36 • 6min
The Evolving Role of AI in Jobs and Investing
41:48 • 13min
Balancing Existential Concerns with Global Optimism
55:11 • 4min