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.

<p>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.</p>

Every week, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Joe Weisenthal, Caroline Hyde and Romaine Bostick. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend.

The most essential interviews of the week, on topics ranging from markets, economics to geopolitics and technology

What'd You Miss This Week

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/acc7e8ed-2fb2-4b0d-ae0b-ae3c002c3f28/transcript