Rob Arnott Thinks We're in a Bubble, but Betting Against It is Dangerous

This week, Chris Ailman, the CIO at CalSTRS, joined to discuss valuations, why he thinks the biggest election risk is a contested result and what he thinks about the recent top-heavy market rally. Nobel Laureate and Yale economics professor Robert Shiller came on to talk about the state of the U.S. housing market and his concerns about price drops over the next year. Then Rob Arnott, the chairman and co-founder of Research Affiliates, joined with insight on tech's out performance over the broader market.

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