Legendary value investor and innovator Rob Arnott of Research Affiliates joins The Express to explain what Value investing really means today, and why the time is right for this style of portfolio allocation. Plus, credit card debt hits a record high as consumers dig deeper into their wallets, yet no one seems to be too worried about it. Should we be?

https://www.investopedia.com/consumer-confidence-falls-in-august-7642387

https://www.newyorkfed.org/newsevents/news/research/2023/20230808

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_080423.pdf

https://www.investopedia.com/terms/r/returnofcapital.asp

https://www.investopedia.com/terms/r/returnoninvestmentcapital.asp

https://www.investopedia.com/terms/r/roce.asp

https://www.researchaffiliates.com/about-us/our-team/rob-arnott

https://www.researchaffiliates.com/insights/publications#!/

Learn more about your ad choices. Visit podcastchoices.com/adchoices