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The Blunt Dollar
Ignacio Ramirez Moreno, CFA
38 episodes
2 days ago
In this episode of The Blunt Dollar, we sit down with Rob Arnott, founder and chairman of Research Affiliates and one of the most contrarian thinkers in investing today. With over $160 billion managed using his models, Rob has challenged decades of financial orthodoxy, from the efficient market hypothesis to the myth of stimulus-driven growth. If you’ve ever wondered what it takes to build a truly independent investing philosophy or what the stock market teaches us about time, risk, an...
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Investing
Business
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All content for The Blunt Dollar is the property of Ignacio Ramirez Moreno, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of The Blunt Dollar, we sit down with Rob Arnott, founder and chairman of Research Affiliates and one of the most contrarian thinkers in investing today. With over $160 billion managed using his models, Rob has challenged decades of financial orthodoxy, from the efficient market hypothesis to the myth of stimulus-driven growth. If you’ve ever wondered what it takes to build a truly independent investing philosophy or what the stock market teaches us about time, risk, an...
Show more...
Investing
Business
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Cyril Bosch: How AI Will Obliterate Traditional Finance
The Blunt Dollar
44 minutes
2 weeks ago
Cyril Bosch: How AI Will Obliterate Traditional Finance
Quant meets code meets capital in this sharp conversation with Cyril Bosch, a seasoned investment strategist with a rare blend of quant experience, AI expertise, and institutional rigor. Formerly CIO at Sidekick and with a deep background across JP Morgan, USS, and Polar Capital, Cyril unpacks how AI is fundamentally changing the investment game, and why it’s about much more than just automation. We dive deep into Cyril’s vision of an AI-first investment process, his own tools for automatin...
The Blunt Dollar
In this episode of The Blunt Dollar, we sit down with Rob Arnott, founder and chairman of Research Affiliates and one of the most contrarian thinkers in investing today. With over $160 billion managed using his models, Rob has challenged decades of financial orthodoxy, from the efficient market hypothesis to the myth of stimulus-driven growth. If you’ve ever wondered what it takes to build a truly independent investing philosophy or what the stock market teaches us about time, risk, an...