Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438

<p>Today’s guests are <strong><a href= "https://www.researchaffiliates.com/about-us/our-team/rob-arnott">Rob Arnott</a></strong>, founder and Chairman of the board of Research Affiliates, and <strong><a href= "https://twitter.com/camharvey">Campbell Harvey</a></strong>, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University.</p> <p>In today’s episode, Rob and Cam touch on the state of the economy, Cam’s research recessions and yield curve inversions, and why the Fed is not positioned to handle the inflation crisis we have today. They share why they both have a non-consensus view that inflation hasn’t peaked yet. Then they touch on what areas of the market look attractive today.</p> <p>Be sure to stick around until the end when we chat with Cam on his interest in DeFi and what he’s most excited about in the space.</p> <p>To listen to Rob Arnott’s appearance in May 2021, click <a href= "https://mebfaber.com/2021/05/19/e313-rob-arnott/">here</a></p> <p>To listen to Campbell Harvey’s appearance in August 2019, click <a href= "https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/"> here</a></p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/08/22/e438-arnott-harvey/"><strong>here</strong></a></p> <p>To learn more about our funds and follow us, subscribe to our <strong><a href= "https://us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=7249739cdb">mailing list</a> </strong>or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/"><strong>The