Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505

Today’s guest today is Que Nguyen , the CIO of Equity Strategies at Research Affiliates. In today’s episode, she shares why stretched valuations along with a rise in interest rates and inflation may create a tinderbox for investors. But not everything is gloomy – she’s sure to share some areas she sees opportunity in the U.S. market today. We also discuss the ‘Magnificent Seven,’ fundamental indexing, and where she sees the dollar going from here. ----- Follow Meb on Twitter , LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor : Vinovest is a wine and whiskey investing platform democratizing access to these 'liquid' assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey. Sponsor : Today’s episode is sponsored by The Idea Farm . The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here . Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp , Richard Thaler , Jeremy Grantham , Joel Greenblatt , Campbell Harvey , Ivy Zelman , Kathryn Kaminski , Jason Calacanis , Whitney Baker, Aswath Damodaran , Howard Marks , Tom Barton , and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here ! Learn more about your ad choices. Visit megaphone.fm/adchoices