Our 300th Episode Mailbag Special, Plus the 'Godfather of Fundamental Indexing' Rob Arnott
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 6 March 2023
⏱️ 71 minutes
🧾️ Download transcript
Summary
This week, you'll get a glimpse of what goes on in the mind of a true innovator in financial strategy. Hailed by Dan as the "godfather of fundamental indexing," Rob Arnott, founder and chairman of the board of Research Affiliates, returns for another provocative interview.
As promised, Dan and his co-host Corey kick things off with a mailbag special to celebrate Stansberry Investor Hour's 300th episode. Thanks to listeners like you, we've collected quite a few e-mails. So today, the duo will tackle a couple of the burning questions you've sent us.
Another milestone in today's episode comes in the form of Research Affiliates' proprietary RAFI Fundamental Index ("RAFI") strategy, which is nearing its 20th anniversary. Rob shares some history about his pioneering work that's used by industry heavyweights like Charles Schwab and PIMCO.
Rob also warns against following the herd by explaining what happens when you mix availability bias and a bubble. And, with the help of monkeys, he shares how inherently flawed the traditional idea of weighting only by market cap can be... In a nod to economist Burton Malkiel – who once wrote how a blindfolded monkey throwing darts could outperform a fund manager – Rob and his colleagues simulated the monkey for one of their research papers...
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Transcript
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| 0:00.0 | Hello and welcome to the Stansberry Investor Hour. I'm your host Dan Ferris. I'm also the editor of Extreme Value and the Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today, Dan interviews Rob Arnott, founder of research affiliates. |
| 0:24.0 | It's our 300th episode and we'll celebrate with lots of feedback and questions from the mailbag. |
| 0:30.2 | And remember, if you want to send us an email, you can send your notes to feedback at investor hour.com. |
| 0:36.1 | And tell us what's on your mind. |
| 0:37.1 | That and more right now on the |
| 0:39.2 | Stansberry Investor Hour. Well, happy 300th episode, partner. Well, yes, happy 300. I feel, I've been on here for |
| 0:53.7 | maybe a dozen or so, so I'm just kind of enjoying the cake. |
| 0:58.9 | And you did all the most of the heavy lifting. So congratulations to you. |
| 1:03.6 | Thanks. I don't know how many I've done. I think it's around 260 or something like that. |
| 1:10.5 | Just a casual 260. |
| 1:12.3 | Yeah. |
| 1:12.8 | Well, you know, you do one a week since like 2018, but it's, it's been fun. |
| 1:18.6 | It's been a lot of fun. |
| 1:20.4 | And just getting to know and interview all of these extremely interesting people. |
| 1:26.0 | I mean, we interviewed Annie Duke three times. It was awesome, |
| 1:29.9 | you know, and Rob Arnett twice, and John Stossel, Ron Paul, all these people. It's just incredible. |
| 1:37.9 | So I'm having a good time. Yeah, good. And I like listening, and now I'm enjoying more and more being a part of it. So I'm happy to do it. |
| 1:46.7 | All right. So to celebrate, we are, we're going to the mailbag again. And I think maybe Corey and |
| 1:55.0 | I'll just take turns. I know we've both been through the mailbag and we've each got some questions that |
| 1:59.4 | we found interesting. |
| 2:06.8 | And I'll start off with Jerry S because he's got a very simple question here. |
| 2:07.6 | It's a couple of them. |
... |
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