Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasnt Peaked | #438

Published: Aug. 29, 2022, 10:30 a.m.

b"Today\\u2019s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University.\\nIn today\\u2019s episode, Rob and Cam touch on the state of the economy, Cam\\u2019s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why they both have a non-consensus view that inflation hasn\\u2019t peaked yet. Then they touch on what areas of the market look attractive today.\\nBe sure to stick around until the end when we chat with Cam on his interest in DeFi and what he\\u2019s most excited about in the space.\\nTo listen to Rob Arnott\\u2019s appearance in May 2021, click here\\nTo listen to Campbell Harvey\\u2019s appearance in August 2019, click here\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\\u2019s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Subscribe for free here.\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"