• Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot

  • Apr 7 2024
  • Duración: 40 m
  • Podcast

Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot Por arte de portada

Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot

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  • Resumen

  • Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.

    Host: Andreas Steno & Mikkel Rosenvold

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    CHAPTERS -
    00:00. Introduction
    02:20. Cyclical upswing?
    12:32. Interview - Bob Elliot
    32:26. The Geopolitical situation
    36:00. Portfolio news


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    #useconomy
    #macroeconomy
    #cryptocurrency
    #crypto
    #mortgageinterestrates
    #usgdp
    #economicrecession
    #usrecession
    #softlanding
    #redsea
    #podcast
    #economy
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    #joebiden
    #election
    #trump
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