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In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing, expected future returns, avoiding value traps, AI and a lot more. Stay tuned until the end when we ask Rob what he is most worried and optimistic about when he looks to the future.

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Value Investing, Inflation and Expected Returns with Rob Arnott

Excess Returns

Value Investing, Inflation and Expected Returns with Rob Arnott