• Rob Arnott pioneered the use of fundamental indexing as a market-beating investment strategy.
  • He believes that the electric-vehicle market is in the midst of ‘big market delusion.’
  • Arnott recently discussed the rise of EV stocks and why Tesla may be in trouble.

Rob Arnott is the founder and chairman of Research Affiliates, where he spends his days developing investment strategies used by some of the largest wealth management companies in the world.

The pioneer of fundamental indexing joined Bloomberg Radio’s Barry Ritholtz on a recent episode of “Masters in Business” to discuss the delusions of the electric-vehicle market and why he thinks incumbent automakers pose a big threat to Tesla’s future.

Delusions of EV grandeur

It’s never a good thing when an investing legend calls out an entire industry, but that’s precisely what Arnott did in a recent report from Research Affiliates. In the report, he explains that so-called ‘big market delusion’ occurs when innovation or disruption opens up opportunities in a new or existing market.

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