#313 – Rob Arnott, Research Affiliates - Modern Monetary Theory Does Not Work
In episode 313, we welcome our guest, Rob Arnott, founder and Chairman of Research Affiliates. In today’s episode, we start with the U.S. stock market and why today’s valuations meet Rob’s definition of a bubble. Rob debunks commonly discussed reasons for why stock valuations should be so high and explains why he doesn’t agree with MMT. Then we touch on value stocks and Rob’s recent piece on the lofty valuations for electric vehicles stocks. As we wind down, hear why Rob is bullish on emerging markets value, and what his new trade of the decade is – UK value stocks. Please enjoy this episode with Research Affiliates’ Rob Arnott.
More episodes from The Meb Faber Show
Gary Zimmerman, MaxMyInterest - SVB, FDIC, & Improving ROI on Cash | #471
In this special episode, our returning guest is Gary Zimmerman, founder of MaxMyInterest, a cash management platform that helps you maximize the return on your cash. Given the recent …
How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley | #470
Today we’re joined AcreTrader’s Carter Malloy, who’s back for his third appearance on the show, and Mark Foley, who joined AcreTrader a little over …
Jason Calacanis on Democratizing Venture Capital, How to Handle Large Winners, & Why The Price You Pay Matters...Even in Venture Capital | #469
Today’s returning guest is Jason Calacanis, famed Angel investor and podcast host of the All-In Podcast and This Week in Startups.
In today’s episode, Jason shares why he’s more …
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs:
- US focused Cambria Shareholder …
Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.
In today’s episode, Kate shares her framework for looking …
Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More | #467
Today’s guests are Leigh Drogen, CIO of Starkiller Capital, which applies quantitative strategies to the blockchain based digital asset space, and Corey Hoffstein, co-founder of and CIO at …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.