Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
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In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then Brent from SpotGamma is here to talk OPEX.
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Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)