Robert Arnott on Global Asset Management (Podcast)
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 16 April 2021
⏱️ 84 minutes
🧾️ Download transcript
Summary
Bloomberg Opinion columnist Barry Ritholtz speaks with Robert Arnott, the founder and chairman of the board of Research Affiliates LLC. Arnott plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client-facing activities. As of December 2020, $157 billion in assets were managed worldwide using investment strategies developed by Research Affiliates.
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| 0:00.0 | This is Mesters in Business with Barry Reynolds on Bloomberg Radio. |
| 0:08.0 | This week on the podcast, I have an extra special guest. |
| 0:12.0 | His name is Rob Arnot and he is the chairman and founder of Research Affiliates, a firm |
| 0:17.6 | who essentially patented the concept of fundamental indexing, pretty much they invented it. |
| 0:24.3 | And I know Rob for a good couple of years, he was on the show in 2018 and his office |
| 0:31.2 | just cranks out so many fascinating research pieces, hence the name Research Affiliates, |
| 0:38.0 | that you know after you read the third or fourth thing from somebody in a couple of months, |
| 0:41.6 | it's like, damn I gotta get Rob back on. |
| 0:43.9 | This is some really interesting things. |
| 0:46.2 | We went deep into the woods on electric vehicles in Tesla and we talked about what makes |
| 0:53.3 | a big market delusion when an entire sector, not just a company, a whole sector runs |
| 0:59.0 | a mock. |
| 1:00.0 | We talked about everything really from ESG to Bitcoin to value. |
| 1:05.5 | I thought it was really intriguing. |
| 1:07.4 | If you're at all interested in fundamental indexing or smart beta, if you're interested |
| 1:13.0 | in where alpha comes from and what the sources of various value and other types of factor |
| 1:20.6 | premiums are, then you're going to find this to be. |
| 1:23.2 | Absolutely fascinating. |
| 1:25.3 | So with no further ado, my conversation with Research Affiliates, Rob are not. |
| 1:32.6 | This is Master's in Business with Barry Reynolds on Bloomberg Radio. |
| 1:38.8 | My special guest this week is Rob are not. |
| 1:41.8 | He is the founder and chairman of Research Affiliates, a firm that has created and patented |
... |
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