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!

More videos here from me and the gang here.

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