00:00 - Intro
01:57 - Inflation and non-consensus views
13:19 - Investing in a high inflation world
17:33 - The asset allocation interactive tool and investing in a low expected return environment
24:02 - Has mean reversion slowed down?
28:53 - Rob's thoughts on factor timing
31:20 - The doubled edged sword of filtering value traps
36:57 - AI and the cycle of bubbles
44:26 - How AI changes the investment management business
50:25 - AI and investment research
55:12 - What Rob is most worried and optimistic about
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