Value Stocks, and the Appeal of Index Dropouts

Rob Arnott, founder of Research Affiliates and a thought leader in investment strategies, shares his latest insights into value stocks amidst today’s economic shifts. He explains the allure of index dropouts and their surprising outperformance potential. The discussion also highlights emerging trends in retail, particularly TJX, reflecting changing consumer behaviors. Arnott delves into the scrutiny faced by big tech companies and the dual impact of politics and AI on market volatility, culminating in a whimsical touch with funnel cake and community spirit.