Diving Deep into Value Investing with Rob Arnott

Diving Deep into Value Investing with Rob Arnott

Legendary value investor and innovator Rob Arnott of Research Affiliates joins The Express to explain what Value investing really means today, and why the time is right for this style of portfolio allocation. Plus, credit card debt hits a record high as consumers dig deeper into their wallets, yet no one seems to be too worried about it. Should we be? https://www.investopedia.com/consumer-confidence-falls-in-august-7642387 https://www.newyorkfed.org/newsevents/news/research/2023/20230808 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_080423.pdf https://www.investopedia.com/terms/r/returnofcapital.asp https://www.investopedia.com/terms/r/returnoninvestmentcapital.asp https://www.investopedia.com/terms/r/roce.asp https://www.researchaffiliates.com/about-us/our-team/rob-arnott https://www.researchaffiliates.com/insights/publications#!/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(292)

How the Trolls Took Over Wall Street, and Where They are Now

How the Trolls Took Over Wall Street, and Where They are Now

Nathaniel Popper joins The Express to talk about his latest book, "The Trolls of Wall Street: How the Outcasts and Insurgents are Hacking the Markets", and explains the origins of meme stock explosion...

1 Jul 202435min

Unlocking the Super Powers of Supercommunicators

Unlocking the Super Powers of Supercommunicators

Charles Duhigg, the Pulitzer Prize winning journalist and best-selling author talks about is latest book, "Supercommunicators: How to Unlock the Secret Language of Connection", and how each of us has ...

24 Jun 202432min

Making the Case Against the 401(k)

Making the Case Against the 401(k)

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary reti...

17 Jun 202435min

Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this...

10 Jun 202432min

Checking in on the Vibe Economy with Kyla Scanlon

Checking in on the Vibe Economy with Kyla Scanlon

Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains...

3 Jun 202429min

Why the U.S. Real Estate Market Might Be Healthier Than We Think

Why the U.S. Real Estate Market Might Be Healthier Than We Think

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A...

27 Mai 202432min

How the Pros are Constructing Portfolios for the Future

How the Pros are Constructing Portfolios for the Future

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jo...

20 Mai 202431min

Redefining Risk, and the Future of Trading Technology

Redefining Risk, and the Future of Trading Technology

Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors...

13 Mai 202431min

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