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    Quantitative Investing, Inflation and the Macroeconomy

    Quantitative Investing, Inflation and the Macroeconomy

    FromThe Capitalism and Freedom in the Twenty-First Century Podcast

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    Quantitative Investing, Inflation and the Macroeconomy

    FromThe Capitalism and Freedom in the Twenty-First Century Podcast

    ratings:
    Length:
    86 minutes
    Released:
    Jan 15, 2023
    Format:
    Podcast episode

    Description

    Jon Hartley interviewed Rob Arnott, founder and chairman of Research Affiliates, at the Economic Club of Miami on December 3, 2022. Topics discussed include the recent rise of inflation, macroeconomics, capital market returns, value versus growth stocks, factor timing, and index investing among many other topics.
    Released:
    Jan 15, 2023
    Format:
    Podcast episode

    Titles in the series (30)

    This podcast is focused on getting into the weeds of economics, finance and public policy on important current topics through one-on-one interviews with no particular policy agenda other than going deep on understanding with careful attention to evidence and rigor. It is titled after Milton Friedman‘s famous 1962 bestselling book Capitalism and Freedom, which after 50 years, remains prescient from its focus on various topics which are now at the forefront of economic debate such as monetary policy and inflation, fiscal policy, occupational licensing, education vouchers, income share agreements, the distribution of income and negative income taxes among many other topics. This podcast of course goes beyond many of these topics and is completely open to revising Friedman’s views.