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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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Vincent Kaufmann: The CEO Using Quiet Diplomacy to Shake Big Business
The Blunt Dollar
58 minutes
4 months ago
Vincent Kaufmann: The CEO Using Quiet Diplomacy to Shake Big Business
In this episode of The Blunt Dollar, I sit down with Vincent Kaufmann, CEO of the Ethos Foundation, a leading voice in sustainable finance and corporate governance in Switzerland. With over two decades at Ethos, Vincent shares an insider perspective on why active ownership matters, the real tools investors have to drive ESG change, and the fine line between meaningful impact and greenwashing. This is a masterclass on ESG from someone who's lived it from the inside. 🎯 How shareh...
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...