Search

Home > Excess Returns > The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong
Podcast: Excess Returns
Episode:

The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong
Category: Business
Duration: 00:55:40
Publish Date: 2025-05-31 13:58:41
Description:

In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream economic assumptions. Rob walks us through why government stimulus often fails to deliver real growth, how decades of rising spending have shaped today’s economic environment, and what the implications are for debt, deficits, and future returns. We also dive into trade policy, tariffs, and where Rob sees the best opportunities in today’s markets using Research Affiliates’ capital markets expectations.

Full Paper:https://www.researchaffiliates.com/publications/articles/1080-stimulus-does-not-stimulate
Total Play: 0