Excess Returns
A Tour of the Macroeconomic Landscape with Bob Elliott
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.
54:35
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Quick takeaways
- Inflation trends influenced by supply chain issues and income growth.
- Oil prices and housing dynamics impact inflation rates.
Deep dives
Evaluating Inflation Trends and Factors
Inflation trends have experienced significant shifts due to supply chain issues, elevated spending, and income growth. Despite optimism for inflation to reach the Fed's target, lingering high services inflation has maintained overall rates above the 2% mark.
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