Unlimited: Replicating Hedge Funds at Lower Cost

In this episode of the Derivative podcast, we're hanging out with Bob Elliott, co-founder of Unlimited Funds. Bob used to work ata small shop you may have heard of…  Bridgewater, working his way from (nearly) the mail room to Ray Dalio’s right hand man. And now he's doing something pretty interesting - he's figured out how to systematically replicate what hedge funds do and package it into ETFs that regular investors can actually access.

We dive into Bob's journey from the hedge fund world to building financial technology, and he walks us through how his team studies and recreates these sophisticated investment strategies. Bob shares his take on what's happening in the economy right now, how he reads market dynamics, and the nuts and bolts of understanding complex investment approaches.

It's a really solid conversation whether you're already into investing or just curious about how this whole world works. Bob has some thoughtful insights on how alternative investments are evolving and becoming more accessible to everyday people. SEND IT!

Chapters:

00:00-01:06= Intro

01:07-08:08= From Botany to Bridgewater: Bob Elliott's Journey into Finance

08:09-16:14=Inside Bridgewater: Radical Transparency and Market Insights

16:15-24:42:=Unlimited: Reimagining Hedge Fund Strategies for Investors

24-:43-40:24=Navigating Market Complexity: Strategies and Insights

40:25-48:10= The Art and Science of Hedge Fund Replication

48:11-57:11= Beyond the Numbers: The Human Element in Market Analysis

57:12-01:06:29= Down the Rabbit hole: Commodities, Cattle, and Market Curiosity

From the episode:

Finding the Next Tom Brady for your portfolio: https://www.rcmalternatives.com/2013/09/finding-the-next-tom-brady-for-your-portfolio/

The Picture from Space that shows why Commodities are non-correlated to the Stock Market:https://www.rcmalternatives.com/2013/10/the-picture-from-space-that-shows-why-commodities-are-non-correlated-to-the-stock-market/

Andrew Beer podcast: https://www.rcmalternatives.com/2024/02/advanced-hedge-fund-replication-with-the-top-down-riding-diverse-etf-modeling-flows-with-dbis-andrew-beer/

Follow along with Bob on X @BobEUnlimited, LinkedIn and make sure to check out Unlimited's website at unlimitedfunds.com

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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠