Скачать или смотреть Passive Investing Is Breaking the Market — Here’s the Hidden Cost (Rob Arnott & Cam Harvey)

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 value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets.

To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo...

(0:00) Starts
(1:46) Introduction of Rob Arnott & Cam Harvey
(7:35) Passive investing risks
(14:22) The opportunity in small caps and foreign markets
(24:22) Similarities between today & the Dot-Com era
(34:43) REITs, gold and investor sentiment
(47:14) Government spending & US national debt concerns
(1:03:27) US debt service, defense spending, and financial crisis risks
(1:05:09) Cam on the inverted yield curve
(1:08:09) Closing remarks and listener feedback
----
Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. https://go.ycharts.com/meb-faber
----
Listen and subscribe on the platform of your choice:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/6gEEIpE...

Follow Meb:
X: https://x.com/MebFaber
LinkedIn:   / mebanefaber  
Website: http://mebfaber.com/

To learn more about our products and follow us, subscribe to our mailing list: https://theideafarm.us1.list-manage.c...

Follow The Idea Farm:
Subscribe (FREE!): www.theideafarm.com
X: https://x.com/TheIdeaFarm
LinkedIn:   / theideafarm-co  
TikTok:   / mebfabershow  
Instagram:   / reels  

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).