Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 August 2022

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam 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. To listen to Rob Arnott’s appearance in May 2021, click here To listen to Campbell Harvey’s appearance in August 2019, click here ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meff Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.7	Welcome my friends, we have a truly exceptional show for you today.
0:43.4	Our returning guests really need no introduction.
0:45.9	They are Rob or not, founder and chairman of the board of research affiliates, and
0:49.7	Cam Harvey, head of research at research affiliates, and professor of finance at the
0:54.0	Fuqua School of Business at Duke University. In today's episode,
0:57.5	Robin Cam touch on the state of the economy, their research on recessions and
1:02.0	yield curve inversions, and why the Fed is
1:04.4	not positioned to handle this inflation crisis we have today. They share why
1:08.6	they both have a non-consensus view that inflation has not peaked yet. Do we see a return to double digit prints in
1:14.8	2022? Then they touch on what areas of the investment markets look attractive today.
1:19.8	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.
1:27.0	American Farmland is disappearing at an alarming rate.
1:30.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.