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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The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny

The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny

On The Express this week, we dissect the flurry of economic executive orders and announcements from the Trump administration and identify the new power brokers influencing markets and the future of A....

27 Jan 202513min

The New Economic Policy Playbook and the Future of TikTok

The New Economic Policy Playbook and the Future of TikTok

It's a newer, faster version of The Express, and we break down the path of economic policies promised by the incoming Trump administration, including what's likely to happen, and what might get challe...

20 Jan 202511min

Reasons to Remain Bullish as the Bond Vigilantes Circle

Reasons to Remain Bullish as the Bond Vigilantes Circle

Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there....

13 Jan 202531min

What to Expect Across the Capital Markets in 2025

What to Expect Across the Capital Markets in 2025

Following back to back years of twenty-percent plus gains for the stock market, what should investors expect in 2025 as a new administration moves into Washington D.C., the U.S. economy continues to g...

6 Jan 202534min

Why the Bitcoin Bonanza Might Just Be Getting Started

Why the Bitcoin Bonanza Might Just Be Getting Started

After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the block...

23 Dec 202439min

Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to th...

16 Dec 202433min

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the auth...

9 Dec 202433min

Setting Longer Tables with Chef José Andrés

Setting Longer Tables with Chef José Andrés

A conversation with José Andrés, world renowned chef, entrepreneur, author and humanitarian, on where he finds his inspiration and the business skills he and his team have learned through running Worl...

2 Dec 202440min

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