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David Bahnsen and Rob Arnott: A New Fundamental Analysis



David is joined this week on Capital Record by Rob Arnott, the founder and chairman of Research Affiliates, a global asset manager advising on $166 billion of global capital. Rob and David discuss the unique components of fundamental analysis involved in a discerning approach to capital risk and reward, but also dive head first into a range of subjects impacting the macroenvironment of the day. You could say it is a couple of portfolio managers ‘geeking out,’ or you could say it is two freedom lovers discussing the needs of the day. Either way, today’s podcast will have something for you.


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Posted: July 22, 2021 Thursday 08:07 AM