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Charles Bobrinskoy
Ariel Investments
First call on the ledger
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Charlie Bobrinskoy (Ariel Investments) tells CNBC that with PPI up 4.7% year over year and record federal deficits with no end in sight, inflation will not fall to the Fed's 2% target.
And frankly, we're running the biggest deficits we've ever run. There is no end in sight to federal spending. So we think inflation is not gonna go down to the 2% that the Fed wants.
value vs growth era. inverted impression if shown alone: it is the preamble to a bullish value case by a value manager
“This has been a terrible 15 years for value”
capex into unproven returns. he concedes if we get great returns it will be fine; round rhetoric on the $1T
“a trillion dollars going into data centers”
Nasdaq since this was said: ▲ +4.4% · 24,976 → 26,082 · as of 2026-09-10
overall valuation. partly an appeal to others; not a crash call
“Stocks are pretty fully priced here”
S&P 500 since this was said: ▲ +2.4% · 7,412 → 7,592 · as of 2026-09-10
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