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Podcast: Monetary Matters with Jack Farley
Episode: “This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing
Description: This episode of Monetary Matters is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack
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Rob Arnott, founder and chairman of the board of Research Affiliates, joins Jack today for an in-depth conversation on AI, bubbles, asset allocation, weighting in index funds, and other topics. The record heights of today’s markets brought on from excitement in the AI industry remind many of the dotcom bubble, which Rob examines us...