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

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All-Time High Wire Act

All-Time High Wire Act

A tenuous ceasefire in the Middle East and a potential opening of the Strait of Hormuz pushed U.S. equity markets to all-time highs last week. But the damage from higher oil prices might’ve already be...

21 Apr 32min

The Rewiring of the Stock Market

The Rewiring of the Stock Market

As ceasefire talks break down with Iran and oil prices spike again, investors face more uncertainty in an uncertain market. While this may feel temporary, investors may need to get used to a broader r...

13 Apr 37min

Crude Outlook for the Future of Oil

Crude Outlook for the Future of Oil

Sustained high oil prices due to the uncertainties around the ongoing war in Iran are seeping their way into thousands of products and boosting inflation in painful places. John Kilduff, energy analys...

6 Apr 38min

Stock Market Correction Therapy

Stock Market Correction Therapy

Investors are feeling the fear as the Dow follows the Nasdaq into a correction and the most popular stocks are reeling from double-digit selloffs. With no clear end in sight to rising oil prices and t...

30 Mars 37min

Rising Oil’s Ripple Effects

Rising Oil’s Ripple Effects

With no clear resolution to the war in Iran in sight, rising oil prices have already had a cascading effect on economic growth which is barreling into the stock market. We break down the spike in pric...

23 Mars 34min

Behind the Bitcoin Breakdown

Behind the Bitcoin Breakdown

What really drove Bitcoin prices down 50% in yet another one of its spectacular crashes? Ric Edelman explains what caused the original cryptocurrency’s latest plunge, and what might breathe new life i...

16 Mars 39min

Wealth Management in the Age of AI

Wealth Management in the Age of AI

The $2 Trillion wealth management industry is facing an existential pivot point as Artificial Intelligence has made financial planning much more efficient, and much less reliant on human touch. Jason ...

9 Mars 33min

Fallout From the Attack on Iran

Fallout From the Attack on Iran

The attack on Iran led by the U.S. and Israel has global markets reeling as investors brace for more uncertainty in the oil-heavy region. Jay Woods of Freedom Capital Markets drops in to show us how t...

2 Mars 28min

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