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    Research Triangle — Grant’s Current Yield Podcast Ep. 90

    Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.

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    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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