

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
8 snips Sep 6, 2024
Bob Elliott, co-founder of Unlimited, shares his expertise in alternative investment ETFs and his past at Bridgewater Associates. He discusses the evolution of economic cycles, emphasizing the shift from credit-driven dynamics to income-based ones, and draws parallels to the 1950s and 60s. Bob expresses skepticism about the Fed's interest rate strategies and analyzes the market risks related to the upcoming US elections. He also examines global monetary policies, particularly in Japan and Europe, while addressing implications for investment portfolios.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Economic Cycles: Income vs. Credit
01:48 • 17min
Inflation Trends and Interest Rate Dilemmas
18:52 • 6min
Navigating Market Risks Amidst Election Uncertainty
24:31 • 2min
Monetary Policy Perspectives
26:42 • 7min
Exploring Memory and Cultural Recommendations
33:30 • 3min