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Podcast: Inflection Point
Episode: Bob Elliott: Entering A Seismic Shift In Private Markets
Description: On today's episode of "On the Margin", Bob Elliott CIO of Unlimited Funds joins the show to discuss everything happening in markets right now. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee and created investment strategies, many of which were used in the flagship Pure Alpha fund.Having studied previous macroeconomic cycles, Bob states "this is a textbook inflationary cycle". Bob goes on to discuss the new higher rate environment we are in compared to the last decade, what it means for...