Excess Returns A Tour of the Macroeconomic Landscape with Bob Elliott
12 snips
Jul 3, 2024 Bob Elliott, a macroeconomics expert from Unlimited Funds, delves into inflation, Fed policies, and market dynamics. Topics include evaluating market price targets, gold in portfolios, investing in hedge funds, and fiscal policies' impact. The discussion covers central banks' cautious approach, economic indicators, political decisions' macroeconomic consequences, and the role of gold as a hedge. The podcast explores portfolio diversification strategies, tax efficiency with ETFs, and the complexity of navigating hedge fund fees.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Current Macroeconomic Landscape and Inflation Analysis
03:07 • 7min
Central Banks' Cautious Approach and Economic Indicators
09:48 • 20min
The Intersection of Fiscal Policies, Elections, and Macroeconomic Consequences
30:05 • 17min
Understanding the Role of Gold in a Macro-economic Context
46:43 • 3min
Exploring Alternatives to Traditional Equities and Portfolio Diversification Strategies
50:12 • 2min
Navigating Hedge Fund Fees and Tax Efficiency with ETFs
52:24 • 2min