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A Tour of the Macroeconomic Landscape with Bob Elliott
Manage episode 426967475 series 2581243
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and discusses the role of gold in a diversified portfolio. We also touch on the complexities of investing in hedge funds and the impact of fiscal policies on market dynamics.
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FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
296 episodi
Manage episode 426967475 series 2581243
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and discusses the role of gold in a diversified portfolio. We also touch on the complexities of investing in hedge funds and the impact of fiscal policies on market dynamics.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
296 episodi
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