Last week on the The Meb Faber Show: Rob Arnott and Campbell Harvey touch on the state of the economy, Cam’s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why they both have a non-consensus view that inflation hasn’t peaked yet. Then they touch on what areas of the market look attractive today.
Be sure to stick around until the end when we chat with Cam on his interest in DeFi and what he’s most excited about in the space.
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Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products.
Campbell R. Harvey is the Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University.
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