In Episode 313 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments.
Demetri asked Bob onto the podcast to help sort through the noise of this latest financial news cycle as it pertains to the debt ceiling debate, regional bank stocks, the Fed’s fight against inflation, and where we find ourselves in the economic cycle.
Many have been surprised by how long it’s taken for an economic recession to materialize given the speed and extent of the Federal Reserve’s rate rises. Demetri and Bob discuss what might explain this and what it means for investors if supply-side factors to the economy make combating inflation difficult for the Fed to do without undermining the economy’s ability to supply the capital needed ameliorate it.
This episode is an excellent overview of where we find ourselves today and provides an especially useful framework for thinking about the important issues facing the economy and markets over the next six months to twelve months.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 05/15/2023
