Practical Lessons from Rob Arnott | Spotting Bubbles Early, Value Investing and the Rise of Passive

[@ctrl300]

Brilliant podcast. Thank you so much, guys!

[@ExcessReturns]

Thank you!

[@DanielLucia-z3h]

I appreciate how practical and accessible this is!

[@ExcessReturns]

Thank you!

[@larryhall83]

This is extremely interesting. Thanks for this presentation.

[@ExcessReturns]

Thank you!

[@fatalan3832]

You guys work so well together. Both apparently genuine. Sometimes I learn from you (often in fact), but often I discard what I learn. I don't think that I'm doing anything you guys are suggesting, but there's an element of value, some TA, some charting and some common sense and I'm getting 20-25% per year. Love listening to you and I'm hoping that subliminally, you are improving my knowledge. Really enjoy your stuff and think your format, your revisits and your guests are great. Great job.

[@ExcessReturns]

Thank you!

[@CaleHeintz]

@51min yes we are still listening. I finish almost all your episodes which I start. Just great content. Thought provoking and idea generating. I just had Chat GPT summarize Sun Tzu - so thanks for that too.

[@ExcessReturns]

Thanks for sticking with us!

[@jimd1617]

great show! thank you 🤝

[@ExcessReturns]

Thank you!

[@anderson6379]

@52 mins. Glad to see in the comments below that I was not the only weirdo 🙂 More of us than U think 😉😎😂 Was worth hanging on til the end - last place I thought I would hear a Remy Ma mention 🙂 Cool

[@ExcessReturns]

Thanks for sticking with us until the end!

[@augustocesarrodrigues6392]

Tks for this episode! Btw, I watched everything, including the comments about the acceptable AI KZbin descriptions that fosters engagement! 🙃

[@ExcessReturns]

Thank you! We appreciate you sticking with us until the end.

[@MichaeldeSousaCruz]

51:29 thanks for the shoutout, Matt! 😂👍 “the one of you who is left” 😂 bizarro KZbin comment… here it comes… Have you considered following Fiscal Flows (government spending/withdrawals - deposits) from the Daily Treasury Statement, and Bank Credit reported on FRED and comparing that to the stock market as a whole and to individual stocks, and sectors? An Evil Dead reference at the end? 😂🤣 so many great quotes from that movie! Absolute insanity 😂

[@CultishCreative]

This sandwich comment format is next level 😂🎉

[@MichaeldeSousaCruz]

@@CultishCreative Groovy 😂

[@CultishCreative]

@@MichaeldeSousaCruz 🤣

[@KilgoreTroutAsf]

9:00 "let's make an exception for my favorite stock"

[@mustavogaia2655]

This sort of compilations is really great and useful.

[@ExcessReturns]

Thank you!

[@I_Love_Figs]

What's great about today's market is you don't have the kind of never-cheap IV & put-call skew like back in the late 90s. Back then the vix was often in the mid 20s. Today valuations are nuts, B-BB spreads look like 06-07, LT TIPS yields are relatively high but not high enough to justify heavy allocation, but options are cheap. When you have skew, rho and vega all on your side, you get stuff like collars and 0DTE-2y calendar etc for basically free.

[@HepCatJack]

Copper, Lumber, Gravel producers mean revert. VCR, Gramophones, Eight Track Tapes, Floppy disk producers not so much anymore the challenge is identifying in which category the security is.

[@Anahide_design]

30:40 someone is getting excited about BABA recent awalkening !

[@jubjuicebruin2741]

Here I am after selling half of all my bitcoin. The market is getting scary.

[@BertranSullivan]

You're doing a fantastic job! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

[@doubleclick21]

Ugh I missed the "practical lessons" title. Really dislike these regurgitations. Skipping to the next actual interview episode, they're so much better.

[@jimd1617]

@51:28 💋