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slash Wall Street. I see several reasons to pivot towards value. One is the elevated inflation risk, the other is the

elevated macroeconomic risk. Value stocks do better in a recession and

slowdown than growth stocks and much better than growth stocks in the early stages of a recovery once a recession or slowdown is winding down.

Hello and welcome to the Barron Streetwise Podcast.

I'm Jack Howe and the voice you just heard is Rob Arnot.

He's the founder and CEO of Research Affiliates and Asset Manager.

Rob's going to tell us about the risks facing investors now and how they should be positioned.

And he's going to discuss his recent research on what happens to stocks

after they get kicked out of indexes good things it turns out on average anyhow we'll

talk about it.

Listening in is our audio producer Jackson, hi Jackson. Hi Jackson. Hi, Jack.

I'm going to read something to you. This is a little

blurb from BMO Capital Markets. It says as consumers traded department stores

for e-com, e-commerce, off-price has gone from stigma-filled to a proud

destination, and TJX has been at the forefront with comp and store growth offering customers and

brands a compelling offline marketplace to move goods in a post-department store

world.

That says we still expect TJX to compound as it becomes a more important part of the retail ecosystem now

TJX you familiar that's t.J Max and marshals marshals and

...