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...
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...
In this episode of The Blunt Dollar, I sit down with Orlando Gemes, Founding Partner and CIO of Fourier Asset Management, a credit hedge fund focused on uncovering repeatable alpha through a highly data-driven approach to convertible arbitrage. Orlando’s background spans from fixed income at Deutsche Bank to leading structured credit at Hermes and running his own shop at Fairwater Capital. Now, he’s building something truly unique with Farrier. We talk about what makes convertibles so compel...
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...
