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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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...
Eric Jaffe: The Secret Macro Insight That Gives Investors An Edge
The Blunt Dollar
1 hour 2 minutes
3 months ago
Eric Jaffe: The Secret Macro Insight That Gives Investors An Edge
In this episode of The Blunt Dollar, I sit down with Eric Jaffe, CEO of BCA Research, the world’s largest independent provider of macro investment research. We unpack Eric’s unconventional path from the Pentagon to GLG and now the helm of BCA, where he’s steering a 76-year-old firm into its next phase of growth, all while keeping that contrarian spark alive. We also dive deep into how macro shocks, geopolitics, and AI are reshaping the future of investment research, and why conviction matter...
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...
