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Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.
3:47 \\u201cThere\\u2019s no such thing as a bargain\\xa0 in the absence of fear\\u201d
8:53 Shiller P/E and central banks
13:06 Bubbles in a negative-rate era
20:13 Deficit spending: Does it matter?
24:36 The nature of indexation
Subscribe to Grant\\u2019s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant\\u2019s Interest Rate Observer is available at http://www.grantspub.com
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