In this episode, 42 Macro's Darius Dale and Bob Elliott of Unlimited Funds discuss the macroeconomic environment, fiscal dominance, and the implications of monetary and fiscal easing in a resilient U.S. economy. Bob highlights the challenges of navigating high asset valuations alongside strong economic momentum fueled by expansionary fiscal policy and the Federal Reserve’s dovish stance. They explore the risks of inflationary pressures, labor market dynamics, and the bond market’s mispricing of structural nominal growth. The conversation also emphasizes the importance of pragmatic, data-driven investment strategies and Unlimited Funds’ mission to democratize access to hedge fund-style returns for retail investors.
Please do not redistribute this podcast or any information or communications (our “Content”) provided by 42 Macro, LLC (“42 Macro”) to any other person, including forwarding, posting, framing or publishing any of our content on any third-party website or social media platform without express written permission from 42 Macro.
42 Macro does not provide, and no portion of our Content purports to be, individualized or specific investment or tax advice and 42 Macro does not provide investment advice to individuals. All information provided by 42 Macro is general in nature and is made without regard to individual levels of sophistication or investment experience, product availability, investment preferences, investment objectives, risk parameters, or tax consequences and without regard to the suitability of the Content for individuals or entities who may access it. You must be an accredited or registered investor to participate in the 42 Macro Pro-to-Pro service.
No information provided by 42 Macro should be construed as an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor should it be construed as tailored or specific to you, or any reader or consumer thereof. You understand and agree that our content does not constitute specific recommendations of any particular investment, security, portfolio, transaction or strategy, nor does it recommend any specific course of action that is suitable for any specific person or entity or group of persons or entities. At any point in time, the employees of 42 Macro may own a portion of or all the ETF securities discussed in 42 Macro research Content.
42 Macro research Content is based upon information from sources believed to be reliable. 42 Macro is not responsible for errors, inaccuracies or omissions of information; nor is it responsible for the accuracy or authenticity of the information upon which it relies.
