Page 35 - Rob Arnott News Today : Breaking News, Live Updates & Top Stories | Vimarsana

10 Tuesday AM Reads Happy weed day! My Two-for-Tuesday morning train WFH reads: • Unemployment Is High. Why Are Businesses Struggling to Hire? If this apparent labor shortage persists, it will have huge implications for the economy in 2021 and beyond. It could act as a brake on growth and cause unnecessary business failures, long lines at remaining businesses, and rising prices. (Upshot) see also Shifting Balance of Power? I suspect it is something broader, more than merely the economic recovery being impacted by Covid. Maybe more of a significant change, perhaps ev...

~~~   BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is Rob Arnott and he is the Chairman and Founder of Research Affiliates, a firm who essentially patented the concept of fundamental indexing, pretty much they invented it, and I know Rob for a couple years. He was on the show in 2018 and his office just cranks out so many fascinating research pieces, hence the name Research Affiliates that after you read the third or fourth thing from somebody in a couple months, it’s like damn, I got to get Rob back on. This is some really in...

April 19, 2021 10:30am by Barry Ritholtz     How can an entire sector consist of companies all of which are priced as if they will soon dominate their industry? That describes the Electric Vehicle (EV) sector —  not just Tesla — and it has become a “ big market delusion.” The phrase was coined by Brad Cornell, a professor at UCLA and at Caltech, and referenced in a recent research piece by Rob Arnott, Research Affiliates (RAFI) founder and chairman. Arnott notes the companies in the EV space have risen together. While some will win and some will lose, they al...

160 Years of Risk Management April 13, 2021 10:00am by Barry Ritholtz   How do you manage through social and technological disruption over a century and a half? If you are John E. Schlifske, CEO of Northwestern Mutual, you build on your strengths while improving any weaknesses. That is his explanation as to how the 160-year old firm has underwritten over $2 trillion in life insurance, and has another $300 billion in client assets. Schlifske discusses how he began scraping paint off of trucks for his father’s small trucking business, and it made ...

Good morning, it’s Tuesday, April 13, 2021. Seventy-four years ago today, the Brooklyn Dodgers finished the preseason by completing a three-game exhibition series with the New York Yankees. The history books say that baseball’s color barrier was broken on April 15, 1947 -- opening day. But for the man who broke it, Jack Roosevelt Robinson, it began four days earlier, on April 11, in the first of the Dodgers’ exhibition games against the Yanks. I’ll explain in a moment. First, though, a personal note: I’m taking some time off during the next two weeks. You’ll still receive an email...