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Podcast: The Meb Faber Show - Better Investing
Episode: Bob Elliott, Unlimited Funds – A Macro Masterclass | #458
Description: Today’s guest is Bob Elliott, CEO & CIO of Unlimited Funds, which using machine learning to create products that replicate the index returns of alternative investments. Previously, Bob was the Head of Ray Dalio’s Research Team and served on the Investment Committee at Bridgewater Associates. Given the volatile macro environment today, we figured there’s no one better to have on to share his view than Bob.In today’s episode, we touch on rates, the inflationary cycle, the strong US dollar, and how all of these shape his view of the markets and economy as we head...