Top Traders Unplugged

GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott

Jun 5, 2024
Bob Elliott, founder of Unlimited Funds and former right-hand man of Ray Dalio, discusses income-led economic expansion in the US, mispricing in interest rate term-structure, inflation's impact on Fed policy, global macro issues in China and Europe. Cem shares his 2024 outlook. Diversification, systematic macro understanding, navigating economic shifts, enhancing portfolio performance, global exchange rates, market factors, and political influence on investments are key topics.
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