Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.
3:47 “There’s no such thing as a bargain in the absence of fear”
8:53 Shiller P/E and central banks
13:06 Bubbles in a negative-rate era
20:13 Deficit spending: Does it matter?
24:36 The nature of indexation
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