Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked
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- čas přidán 21. 08. 2022
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Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University.
In today’s episode, Rob and Cam touch on the state of the economy, Cam’s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why they both have a non-consensus view that inflation hasn’t peaked yet. Then they touch on what areas of the market look attractive today.
Be sure to stick around until the end when we chat with Cam on his interest in DeFi and what he’s most excited about in the space.
To see links or read the transcript of the episode, visit us at:
mebfaber.com/2022/08/22/e438-...
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These are nugggets of wisdom even PhD Finance students die for. Thanks for making it available to the masses for free. Great job!
Great video. Rob A is brilliant
These are 2 very well known academics. I’m surprised this has so few views. Very interesting to hear their thoughts.
Just watched this for maybe the fourth time since it aired. Meb made a good call adding this to his best of the year list.
Brilliant discussion and insights-thanks for making this available to us mere mortals.
At 52:27 profound discussion on scientific method and how powerful that approach can be to an investor (also, note that this applies across the board, just pointing out that climate alarmism is the opposite of scientific method, just to provide a ubiquitous example).
I was never never more sad about an upload than the 4 min clip
Hyped to watch this!
When will EM finally deliver (again)? Rob has painted a convincing picture for a decade, but other than a nice bounce off a bottom, no significant long term return yet.
Seems well reasoned until his NFT nonsense. He's delusional there lol