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The Case for Value Investing with Tobias Carlisle

The Case for Value Investing with Tobias Carlisle

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant…
Value Investing, Inflation and Expected Returns with Rob Arnott

Value Investing, Inflation and Expected Returns with Rob Arnott

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide…
The Case for an AI Bubble with Doug Clinton

The Case for an AI Bubble with Doug Clinton

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten…