Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio’s investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today’s macroeconomic landscape. Bob shares his unique take on diversification, dissecting inflation, interest rates, as well as, for example, the impact deglobalization and reshoring may have on the U.S. economy. We explore Unlimited Funds’ innovative strategies of hedge fund-like replication that everyday investors can now access, at far lower cost than 2&20 strategies. Bob stresses the significance of balancing risk in portfolios. He also shares insights on managing portfolio volatility, behavioral economics, and disciplined trading practices, offering invaluable advice on market assumptions and investment management.<\/p>\n
Timestamped Highlights<\/p>\n
00:00 Introduction and Host Greetings<\/p>\n
01:36 Guest Introduction: Bob Elliott<\/p>\n
02:41 Bob’s Experience at Bridgewater<\/p>\n
03:47 Lessons from the Global Financial Crisis<\/p>\n
11:38 Current Macroeconomic Conditions<\/p>\n
26:57 Impact of Interest Rates and Inflation<\/p>\n
37:22 Gold as an Investment<\/p>\n
41:16 Gold vs Bonds: A Comparative Analysis<\/p>\n
42:14 Generational Perspectives on Gold<\/p>\n
42:36 Understanding Economic Regimes<\/p>\n
44:17 Strategic Portfolio Management<\/p>\n
44:46 Challenges of Beating the Market<\/p>\n
46:30 Accessing Top-Tier Asset Managers<\/p>\n
47:33 The Role of Diversification<\/p>\n
48:37 Replication and Manager Risk<\/p>\n
51:19 Behavioral Aspects of Investing<\/p>\n
01:03:09 Wealth Accumulation vs Wealth Management<\/p>\n
01:04:59 Building a Robust Savings Portfolio<\/p>\n
01:15:48 Final Thoughts and Best Advice<\/p>\n","protected":false},"excerpt":{"rendered":"
Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio’s investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today’s macroeconomic landscape. Bob shares his unique take on diversification, dissecting inflation, interest rates, as well as, for example, the impact deglobalization and reshoring may have on the U.S. economy. We explore Unlimited Funds’ innovative strategies of hedge fund-like replication that everyday investors can now access, at far lower cost than 2&20 strategies. Bob stresses the significance of balancing risk in portfolios. He also shares insights on managing portfolio volatility, behavioral economics, and disciplined trading practices, offering invaluable advice on market assumptions and investment management.<\/p>\n
Timestamped Highlights<\/p>\n
00:00 Introduction and Host Greetings<\/p>\n
01:36 Guest Introduction: Bob Elliott<\/p>\n
02:41 Bob’s Experience at Bridgewater<\/p>\n
03:47 Lessons from the Global Financial Crisis<\/p>\n
11:38 Current Macroeconomic Conditions<\/p>\n
26:57 Impact of Interest Rates and Inflation<\/p>\n
37:22 Gold as an Investment<\/p>\n
41:16 Gold vs Bonds: A Comparative Analysis<\/p>\n
42:14 Generational Perspectives on Gold<\/p>\n
42:36 Understanding Economic Regimes<\/p>\n
44:17 Strategic Portfolio Management<\/p>\n
44:46 Challenges of Beating the Market<\/p>\n
46:30 Accessing Top-Tier Asset Managers<\/p>\n
47:33 The Role of Diversification<\/p>\n
48:37 Replication and Manager Risk<\/p>\n
51:19 Behavioral Aspects of Investing<\/p>\n
01:03:09 Wealth Accumulation vs Wealth Management<\/p>\n
01:04:59 Building a Robust Savings Portfolio<\/p>\n
01:15:48 Final Thoughts and Best Advice<\/p>\n","protected":false},"author":1,"featured_media":1195,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1194"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1194"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1194\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1195"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}