Is your portfolio ready for alpha in today’s market? Steven Feldman, co-founder and CEO of Wealthion, welcomes Bob Elliot, co-founder, CEO, and CIO of Unlimited Funds and formerly of Bridgewater, for an in-depth look at pro-level investing strategies within everyone’s reach. Bob and Steven reveal hedge fund tactics designed for protection and growth, including tax-efficient ETFs, democratized hedge fund-level strategies, and the importance of intelligent stock selection and minimizing downside risk. They also share their economic and market outlook, exploring how income-driven cycles and fiscal dynamics impact today’s investment landscape. Discover how the pros manage risk, allocate capital, and strategically use assets like gold to shield and grow wealth.
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CmtVhX
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
1:24 - Bob’s Background: From Harvard to Hedge Funds
3:24 - What Does The Day Of a Hedge Funder Look Like?
5:39 - Strategy: Incremental Edge vs. Concentrated Bets
6:53 - Who Do Hedge Fund Managers Work For?
9:03 - Leaving Bridgewater: The Start of Unlimited Funds
10:56 - The Purpose Behind Bob’s Unlimited Funds
14:19 - The Power of Tax-Efficient ETFs
18:47 - Strategies of Unlimited Funds and Performance Goals
20:50 - How Unlimited’s Use Of Artificial Intelligence Enhances Hedge Fund Replication
24:29 - Hedge Fund Positioning Insights
26:37 - Concerns Over Equity Valuations Today
30:17 - Income-Driven Cycles and the Economic Landscape
35:25 - Gold’s Role in Your Portfolio Today? You Need More Of It.
44:20 - How to Position Portfolios for Today’s Market & Economic Uncertainty
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Website: https://www.wealthion.com
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LinkedIn: https://www.linkedin.com/company/wealthion/
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