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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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Manish Singh: How the Market’s Herd Mentality Can Destroy Your Fortune
The Blunt Dollar
1 hour
3 months ago
Manish Singh: How the Market’s Herd Mentality Can Destroy Your Fortune
In this episode of The Blunt Dollar, I sit down with Manish Singh, Chief Investment Officer at Crossbridge Capital and a veteran global macroeconomist with nearly two decades of experience steering multi-asset portfolios. From his engineering roots in Mumbai to building an investment philosophy rooted in patience, trust, and historical perspective, Manish shares how he balances data-driven rigor with deep human insight. We explore: ✅ The surprising ways an engineering background shap...
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...