Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked

1

Introduction

00:00 • 2min

2

The Inverted Yield Curve

02:07 • 5min

3

Is the Fed Deliberately Crushing Demand and Causing a Recession?

06:40 • 3min

4

The Fed Isn't More Creative, and They Can't Be More Creative

09:31 • 3min

5

What Does the Oplong End of the Yield Curve Tell Me?

12:55 • 4min

6

The Fed Funds Rate Is Going to Be Sub Three - Is That a Good Idea?

17:13 • 2min

7

The Fed Is Constrained to Day Weigh More Than the Early 19 Eighties

19:39 • 2min

8

The Ultimate Tax Rate Is the Rate of Spending

22:04 • 2min

9

Is There a Need for a More Creative Policy?

23:38 • 3min

10

The Consensus on Inflation

26:45 • 4min

11

The Market Is Playing Catch Up, but We Don't Think We've Seen the Peak Yet

30:27 • 4min

12

Inflation and Stock Market Valuations Go Hand in Hand

34:00 • 4min

13

Investing in Inflation

38:27 • 2min

14

Value Is Cheap All Over the World

40:50 • 5min

15

The Most Important Insights You've Had During Your Career?

45:23 • 4min

16

How to Make a Research Finding That Looks Too Good to Be True

49:46 • 4min

17

A New Book About Decentralized Finance

54:15 • 5min

18

The Future of Inclusion

59:10 • 3min

19

I've Been a Sideline Observer, Iave Atuit From 20 13

01:02:11 • 5min

20

Cambria Tail Risky TF Ticker Symbal Tail

01:07:08 • 2min

21

Investing in the Cambria Funds

01:08:49 • 2min

Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438