🚨 New pod alert! 🚨This week on WSJ's Take On the Week, co-host @gunjanjs is joined by legendary investor Rob Arnott, founder of @RA_Insights, to ask: are we in a stock market bubble?
But first, @gunjanjs and @telisdemos dig into what big bank earnings are telling us about the U.S. consumer and explore the disconnect between a roaring stock market and underlying economic concerns.
🎧 link.chtbl.com/WSJsTakeOnthe…
Next, Rob Arnott of @RA_Insights tells @gunjanjs why he believes the market is unequivocally in a bubble
Oct 20, 2025 · 2:12 PM UTC
Then, Rob Arnott of @RA_Insights explains his most counterintuitive advice: why investors should never bet against a bubble, even if they see one.
And finally, where can investors find opportunities in this frothy market? Rob Arnott of @RA_Insightsbreaks down the historic gap between value and growth stocks. ➡️ link.chtbl.com/WSJsTakeOnthe…
