

Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
9 snips Oct 12, 2023
Bob Elliott, CIO at Unlimited Funds, and Mike Green, Chief Strategist at Simplify Asset Management, discuss the late cycle slowdown coming in 2024. They cover topics such as the impact of passive investing, the relative value of bonds vs stocks, and the signals delinquencies are giving regarding credit. They also explore the potential results of geopolitical conflict on investments like Bitcoin, gold, and bonds, and whether the Fed will cut rates in 2024.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Factors contributing to recent sell-off in the bond market
01:40 • 22min
Allocation of Vanguard Portfolios and Bond Returns
23:58 • 7min
Late Cycle vs Early Cycle
30:50 • 8min
The Best Investment Opportunities in the Asset Universe
38:51 • 20min
Analyzing the Potential Unemployment Rate in the Current Cycle
59:13 • 4min
Impact of Interest Rates and Credit Tightening
01:02:50 • 13min
Federal Reserve's Potential Interest Rate Cuts and Trade Strategies
01:15:55 • 10min
Discussion on Achieving Alpha and Keeping Fees Low in ETFs
01:26:06 • 2min