Rob Arnott on Tesla, the Growth Stock Bubble, Interest Rates and the Value Investing Comeback of 2021

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Join Research Affiliates’ Rob Arnott and I on a wide-ranging tour of the current state of markets. We make stops at the Tesla bubble, the growth stock frenzy, the bottom for value stocks, a look at small caps and interest rates and lots more. I hope you enjoy and get as much out of these conversations as I do.

Special thanks to Rob and to Research Affiliates. Make sure you check out their site and use some of their asset allocation tools!

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