Research Triangle

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Manage episode 236568194 series 1428950
By Grant's Financial Publishing, INc. and Grant's Interest Rate Observer. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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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138 episodes