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Transcript
Chapters
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Overview of Capital Markets
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Growth vs. Value: Why Price-to-Book Value Models Don't Capture the Whole Picture
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Thoughts on Valuations Today
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Momentum Investing and Portfolio Construction
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How Do You Identify Bubbles in the Making?
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The Metrics Arnott Uses for Gauging and Investing in Value
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Where Can Investors Find Your Research?
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What Is Smart Beta?
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Final Thoughts