In his recent interview with Excess Returns, Rob Arnott of Research Affiliates presented compelling research that challenges conventional economic wisdom while providing valuable perspectives into current market conditions. “Stimulus always involves picking winners and losers and therefore is always likely to be at least moderately misguided,” Arnott says, dismantling the … Read More
VALUE: After Hours (S07 E13): Panic Selling, Risk Off, and Behavioral Finance
During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Panic Selling, Risk Off, and Behavioral Finance. Here’s an excerpt from the episode: So, if you’re uncomfortable at a 70/30 or 60/40, because you know you need this money, you want to make sure that you don’t do anything silly. … Read More