Swan Signal Live - A Bitcoin Show

Bob Elliott | Wealth Protection in the 2020s | EP 134

Nov 23, 2023

Bob Elliott, former investment committee member of Bridgewater Associates, discusses wealth preservation, current market dynamics, and the impact of a spot Bitcoin ETF. They explore investing philosophy, nominal wage growth, interest rates, default mortgages, sovereign debt, 60/40 portfolio, gold as a diversifier, and Bitcoin as a growth venture asset. They also touch on ETFs and Bob's company, Unlimited.

01:20:22

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Episode guests

Bob Elliott

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Understanding the slower pace of the macro economy helps put current economic conditions into context.

Balancing portfolios in different macroeconomic environments is crucial for investment success.

Investors need to consider the potential impact of a new investment regime on asset allocation and risk management.

Deep dives

The Slow Moving Macro Economy

The speaker emphasizes that the macro economy moves slower than people think, taking years to play out. It is not as fast-paced as day-to-day expectations may indicate. The macro economy is influenced by factors such as interest rates, lending behavior, and spending decisions. Understanding the slower pace of the macro economy helps put current economic conditions into context.

Introduction

2min

Bob Elliott: From Bridgewater to Unlimited

6min

Understanding Investment Returns and Balancing a Portfolio

2min

Inflation, Wage Growth, and Interest Rates

12min

Implications of High Levels of Debt

19min

The Potential Opportunity of Gold for Investors

10min

Bitcoin as a Growth Venture Type Asset

27min

Discussion on ETFs, Bob's Twitter and Unlimited, Bitcoin as a Macro Driver, and Announcements

2min

On this episode of Swan Signal, Sam sat down with Bob Elliott, CEO and CIO of Unlimited and Former Investment Committee Member of Bridgewater Associates. They talk about how to preserve your wealth in the 2020’s, current market dynamics, and how a spot Bitcoin ETF could impact Bitcoin moving forward.

Timestamps:
00:00:00 “Swan Signal Live” Intro
00:01:50 Introducing “Bob Elliott” and His Background in Investing
00:04:58 Investing Philosophy at “Bridgewater Associates”
00:09:16 Are we Entering a New Investing Regime?
00:12:10 Why Does “Nominal Wage Growth” Matter?
00:13:33 “Unemployment Rate”
00:18:50 How Interest Rates Effect Borrowing/Lending
00:19:44 Global-Contagion-Effect of Defaulted Mortgages
00:21:48 Sovereign Debt
00:26:52 Treasury & Bond Market, and Positioning for a Recession
00:37:50 “60/40 Portfolio” - Diversifying For the Future
00:41:04 “Let’s Talk about Gold”
00:45:20 Counterparty Risks with Gold
00:47:16 Are you Surprised by Gold’s Performance?
00:50:21 “Let’s Talk about Bitcoin”
00:55:14 Bitcoin Lifecycle, and How it Responds to Inflationary Pressures
00:59:00 “Getting Off Zero”
01:05:00 What Bob is Building at “Unlimited,” and his thoughts on the Bitcoin ETF
01:09:30 How “ETF’s” Help Consumers
01:11:27 Benefits of the “Bitcoin ETF” for Consumers
01:17:41 How to Connect with “Bob Elliott”
01:18:25 “Swan Signal Live” Outro

Connect with Alex and Bob:
Sam Callahan: https://twitter.com/samcallah
Bob Elliott: https://twitter.com/BobEUnlimited

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Swan Signal Live - A Bitcoin Show

Bob Elliott | Wealth Protection in the 2020s | EP 134

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Slow Moving Macro Economy

Investment Philosophy and Portfolio Construction

The Shift in Investment Regime

Portfolio Diversification and the Role of Gold

Bitcoin as a Growth Venture Stage Investment

The Potential of Bitcoin as a Macro Asset

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
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highlights

Swan Signal Live - A Bitcoin Show

Bob Elliott | Wealth Protection in the 2020s | EP 134

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Slow Moving Macro Economy

Investment Philosophy and Portfolio Construction

The Shift in Investment Regime

Portfolio Diversification and the Role of Gold

Bitcoin as a Growth Venture Stage Investment

The Potential of Bitcoin as a Macro Asset

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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