Is a FED Pivot Incoming? with Bob Elliott
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Interview recorded - 17th of November, 2022On todays episode of the WTFinance podcast I had the pleasure of speaking with Bob Elliott, Former Senior Investment Executive at Bridgewater Associates and currently Co-Founder, CEO & CIO of Unlimited Funds.During our conversation we talked about inflation, whether the Fed will pivot soon, how this is impact ting Europe and the potential for a secular shift. I hope you enjoy! 0:00 - Introduction0:21 - What are you currently paying attention to?3:05 - Is inflation becoming sticky?6:15 - Any comparisons to the past?10:20 - Will the FED pivot soon?12:15 - EU going to devalue against the dollar further?14:30 - All linked to Italy?19:06 - Any other macro trends?23:05 - Nearshoring?24:20 - Inflationary dynamic for longer?27:35 - More room for value investing companies?30:00 - What would have to happen to go back to 2019 markets?32:40 - Shift from passive to active management overperformance?35:45 - One message tot take away from our conversation?Bob Elliott is the Co-Founder, CEO & CIO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital & private equity. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee (G7) and created investment strategies across equities, fixed income, credit, exchange rates, and commodities, including many used in the flagship Pure Alpha Fund. He also built and led Ray Dalio’s personal investment research team for almost a decade. He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counselled some of the world’s foremost policy makers and institutional investor on economic and investing issues. Bob has also served as an advisor and executive at several startups including CircleUp, an investment company focused on early-stage consumer brands. There he revamped the investment strategy for the company’s $150mln venture funds leveraging big data approaches to improve decision making. He was also the co-founder of GiveWell, a startup charity evaluator which now directs more than $500mln in annual contributions. Bob holds a BA in History and Science from Harvard. Bob Elliott - Website - https://www.unlimitedfunds.com/Twitter - https://twitter.com/bobeunlimited?s=21&t=bEWfVJjh6KcziPA0zpyEPALinkedIn - https://www.linkedin.com/in/ttoillebobWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas