David is joined this week on Capital Record by Rob Arnott, the founder and chairman of Research Affiliates, a global asset manager advising on $166 billion of global capital. Rob and David discuss the unique components of fundamental analysis involved in a discerning approach to capital risk and reward, but also dive head first into a range of subjects impacting the macroenvironment of the day. You could say it is a couple of portfolio managers ‘geeking out,’ or you could say it is two freedom lovers discussing the needs of the day. Either way, today’s podcast will have something for you.
