Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)

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. Visit Research Affiliates: https://www.researchaffiliates.com Download Brent’s Charts https://bit.ly/3L13IFL Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: [email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/