#950 - Is It Time To Fade Bonds? With Bob Elliott

Jan 10, 2024

Bob Elliott, CEO of Unlimited Funds, discusses recent market action, his bearish stance on bonds, and potential parallels between 2023 and 2024. Topics include Fed rate cuts and market pricing, bond market pessimism, impact of fiscal policy, slow distribution of funds and rising bond yields, and technology trends.

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Introduction

00:00 • 3min

Fed's Potential Rate Cuts and Market Pricing

03:05 • 9min

Analyzing the Pessimism in the Bond Market

12:14 • 2min

Bond Market Concerns and Repricing

14:22 • 10min

The Impact of Fiscal Policy on the Economy and Timing

23:55 • 3min

Potential Impact of Government's Slow Distribution of Funds and Rising Bond Yields

26:59 • 7min

Discussion on Technology, AI-Driven Tech Gadget, Vintage Phones, Crypto News, and Real Vision Marketplace

33:39 • 4min