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(293)

The National and Economic Security Portfolio

The National and Economic Security Portfolio

There’s a through line that runs through the White House’s ambitions in Venezuela and Greenland, and it has all been laid out in its National Security policy that calls for a stronger military, access...

26 Jan 37min

The Real Deal Inside the Jobs Market

The Real Deal Inside the Jobs Market

Greenland becomes the new chip in the tariff war and the European Union threatens to pull out an economic bazooka to deter the White House. Investors have generally looked past the geopolitical turbul...

20 Jan 40min

What’s Next For Bitcoin After the Fall?

What’s Next For Bitcoin After the Fall?

2025 was looking like yet another banner year for Bitcoin for Bitcoin prices until a wave of selling in the Fall sent the cryptocurrency into a bear market. Matt Hougan of Bitwise explains what happen...

12 Jan 34min

Investing in the New World Order

Investing in the New World Order

2026 came in like a lion with the U.S. invasion of Venezuela and a bull market charging into its fourth year testing investors’ confidence. Liz Thomas of SoFi comes back aboard the Express to share he...

5 Jan 35min

Jim Cramer’s Lessons for Investing in Any Market

Jim Cramer’s Lessons for Investing in Any Market

Jim Cramer, the legendary investor, educator, best-selling author, host of CNBC’s Mad Money and Squawk on the Street, joins the Express with lessons for investing in any market, and his unique valuati...

22 Des 202532min

Acorns Plants its Next Seeds for Growth

Acorns Plants its Next Seeds for Growth

Acorns, the 14-year old investing app that became popular by letting its customers invest their spare change into the stock market, has grown into a multi-tool financial planning app for families, and...

17 Des 202519min

Diving Deep into Investor Sentiment

Diving Deep into Investor Sentiment

As the year winds down, we wrap up our final investor sentiment survey which shows that we are as optimistic as we’ve been in months even though we are worried about inflation and a stock market bubbl...

16 Des 202539min

The Power of Financial Coupling with Heather and Douglas Boneparth

The Power of Financial Coupling with Heather and Douglas Boneparth

Over half of married couples divorce, and money is usually the root cause or a symptom of their problems. But what a lot of couples don’t realize until it’s too late is that marriage is a financial pa...

10 Des 202529min

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