In this episode of Two Quants and a Financial Planner, we dive deep into the insights we’ve gained from our conversations with investing legend Rob Arnott. We explore Rob’s unique…
Tag: Rob Arnott
The Challenges of Bubbles
The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been…
Arnott: Fed Will Destroy Economy To Save It
“The Fed’s goal is to destroy the economy in order to save it,” says Research Affiliates’ founder and chairman Rob Arnott in an interview with Fox Business News, using the…
Why Arnott Favors International Stocks
The worst mistake investors can make is “performance chasing,” says Research Affiliates Chairman Rob Arnott in an interview on Bloomberg Television. Besides chasing performance—buying more of what’s done well while…
Arnott: Put Money In Multi-Factor Strategies
Back in 2016, founder of Research Affiliates Rob Arnott was cautioning against multi factor strategies. Times have changed, and he’s now advising investors to buy into them, according to an…
Show Us Your Portfolio: Rob Arnott
In this episode we speak with Research Affiliates founder Rob Arnott about how he manages his personal portfolio. We talk about how Rob thinks about the role of both bonds…
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
Five Lessons Our Podcast Guests Would Teach Your Average Investor
By Jack Forehand, CFA, CFP® (@practicalquant) — One of the things many podcasts have in common is a standard closing question that they ask all their guests. For most of the history of…
Rob Arnott’s Big Bet on Emerging Markets
Research Affiliates founder Rob Arnott said he has loaded more than half of his liquid investments into emerging markets value stocks, and that the bet is paying off big. This…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…