Rob Arnott, founder and chairman of the board of Research Affiliates, LLC, calls in to assess conditions and opportunities around the world.
3:47 "There's no such thing as a bargain in the absence of fear"8:53 Shiller P/E and central banks13:06 Bubbles in a negative-rate era20:13 Deficit spending: Does it matter?24:36 The nature of indexation
James "Jim" Grant is an American writer and publisher and the founder of Grant's Interest Rate Observer, a twice-monthly journal of the financial markets. He is the author , most recently, of The Forgotten Depression: 1921: The Crash That Cured Itself. Grant's television appearances include "60 Minutes," "The Charlie Rose Show," Bloomberg TV, CNBC and other well-known financial news sources. His journalism has appeared in a variety of periodicals, including the "Financial Times", "The Wall Street Journal" and "Foreign Affairs."