Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.
Host: Andreas Steno & Mikkel Rosenvold
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CHAPTERS -
00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news
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