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 listen to Rob Arnott’s appearance in May 2021, click here
To listen to Campbell Harvey’s appearance in August 2019, click here
For detailed show notes, click here
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion.
In today’s episode, …
Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion.
In today’s …