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Practical Lessons from Rob Arnott
Manage episode 449389007 series 3614383
İçerik Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode of Two Quants and a Financial Planner, we dive deep into the insights we've gained from our conversations with investing legend Rob Arnott. We explore Rob's unique perspectives on identifying market bubbles, the challenges facing value investors in today's market, and how the rise of passive investing is reshaping market dynamics. We break down Rob's thoughts on the power of narratives in investing, challenge common assumptions about interest rates and value/growth performance, and discuss the potential impact of AI on the financial industry. Throughout the episode, we share our own experiences and interpretations, making these complex topics accessible and relevant for investors at all levels.
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