Bob Elliott
Founder/CEO of Unlimited and creator of hedge-fund-replication ETF strategies; guest expert on macroeconomics, AI spending, private markets, and ETF strategy design.
Best podcasts with Bob Elliott
Ranked by the Snipd community
16 snips
Nov 14, 2025 • 1h
$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming
Bob Elliott, Founder/CEO of Unlimited and expert in macroeconomics and ETF strategies, shares insights on the current economic landscape. He discusses the late-cycle economy and the disconnect between market optimism and real-world data. Elliott reveals how AI spending isn’t translating to economic gains yet, questioning the returns on significant investments in the tech sector. He also warns of risks in private markets and highlights new hedge-fund-style ETFs that aim to provide alpha at lower costs, utilizing innovative replication strategies.
8 snips
Oct 9, 2025 • 32min
Market Collapse From Government Shutdown? What You Need To Know | Bob Elliott
Bob Elliott, CEO and CIO of Unlimited, dives into the dynamics of the US economy, highlighting its slowdown amid rising stock markets driven by AI enthusiasm. He discusses the limited impact of government shutdowns on GDP, the inflationary effects of tariffs, and surprising asset performances in 2025, especially gold. Elliott suggests bonds could outperform in 2026, despite weak labor signals, and explains how mega-cap companies influence indices. He also emphasizes the importance of tactical portfolio positioning in a late-cycle environment.
