Ariel Investments’ Charlie Bobrinskoy

Investment professional Charlie Bobrinskoy discusses the value trade. Coinbase CEO Brian Armstrong talks about the recent crypto rally and the regulatory environment. The podcast covers topics such as recession inevitability, investor positioning, consumer trends during the holiday shopping season, US housing starts surge, volatility in stocks, shipping rerouting, crypto regulation, lack of clear rules in the industry, and upcoming interviews with AI research experts.