Today we welcome Rob Arnott to the show! Rob is the founder of Research Affiliates and is a prolific writer who has published hundreds of articles for many different journals. We know firsthand, the power of Rob's work, and how it can alter the way you think about investing, and this depth of knowledge, coupled with his ability to make complex topics understandable makes him a dream guest for us! Rob is the co-author of The Fundamental Index, and we get some insight into this subject along with many other groundbreaking areas he has worked on. We cannot stress enough the rarity of Rob's gift for getting difficult ideas across in a deliberate and approachable way, and this is apparent through this illuminating conversation. For us, it was quite surreal to speak to someone so influential, and listeners can expect to come away with a greater understanding of 'smart-beta', intangible assets, forecasting, and some insight into the interesting areas of earnings dilution and 'the big market delusion', before Rob shares some very surprising information on factor momentum at the end of our chat. So for this and a whole lot more, in a truly stand-out episode, be sure to listen in! Books From Today’s Episode: The Fundamental Index — https://amzn.to/3qT81c1 Links From Today’s Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Follow us on Twitter - https://twitter.com/RationalRemind Follow us on Instagram - @rationalreminder Benjamin on Twitter — https://twitter.com/benjaminwfelix Cameron on Twitter — https://twitter.com/CameronPassmore Rob Arnott - Research Affiliates— http://www.researchaffiliates.com/en_us/home.html Research Affiliates on Twitter - @RA_Insights Research Affiliates on LinkedIn - https://www.linkedin.com/company/research-affiliates/ Asset Allocation Interactive - https://interactive.researchaffiliates.com/asset-allocation#!/?currency=USD&model=ER&scale=LINEAR&terms=NOMINAL Smart Beta Interactive - https://interactive.researchaffiliates.com/smart-beta#!/strategies?region=DEV RAFI Indices - www.RAFI.com Jack Treynor — https://www.cfainstitute.org/en/research/cfa-magazine/2016/jack-treynor-and-the-birth-of-the-quants 'Alice’s Adventures in Factorland' — https://www.researchaffiliates.com/en_us/publications/articles/710-alices-adventures-in-factorland-three-blunders-that-plague-factor-investing.html 'The Big Market Delusion' — https://www.tandfonline.com/doi/full/10.1080/0015198X.2020.1730655 'Earnings Growth: The Two Percent Dilution' — https://www.researchaffiliates.com/documents/FAJ-2003-Two-Percent-Dilution.pdf 'Can Momentum Investing Be Saved?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3099687