#26 - Rob Arnott: Quant Investing, Asset Class Outlook

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more.

Om Podcasten

The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback. https://insightfulinvestor.org/