Top Traders Unplugged5 Kesä 2024

GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott

Today, Cem and I welcome Bob Elliott, the founder of Unlimited Funds and former right-hand man to Ray Dalio at Bridgewater. Bob shares what he learned from his decade at Bridgewater and discusses the unique income-led economic expansion currently happening in the US, contrasting it with typical credit-driven expansions. He also explains why most investors are wrongly positioned in today's macro landscape and how they can create a balanced and diversified portfolio. Bob emphasizes the importance of optimizing portfolio allocation to protect against market volatility and unpredictability, and he discusses how to gain access to alternative investments, along with the challenges these assets present. Finally, Cem provides an update on his outlook for 2024.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Follow Bob on Twitter.

Episode TimeStamps:

01:42 - What Bob learnt from working close to Ray Dalio?

04:24 - The secret to Bridgewaters success

07:17 - Elliott's perspective on the current global macro framework

10:46 - The outlook for interest rates

15:31 - Is inflation here to stay?

20:48 - The outlook for asset allocation

25:48 - The role of demographics

30:04 - A collective memory

32:53 - Advice for achieving a balanced and diversified portfolio

36:37 - Elliott's approach to diversification

42:22 - How to get access to alternative markets

46:24 - What drove Elliott intro replication?

51:45 - Why the majority of investors are invested in the wrong way

57:15 - The state of the global exchange rate markets

01:00:44 - Are US stocks trading as Cem exptected into the June Opex?

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(929)

OI20: Why Commodities Refuse to Trend Forever ft. Doug King

Moritz Siebert speaks with Doug King about what it really means to trade commodities through cycles, distortions, and stress. Drawing on decades at Cargill and more than twenty years running a commodi...

24 Joulu 202547min

SI379: The Illusion of Safety in a Fully Invested Market ft. Cem Karsan

Niels and Cem reflect on a year marked by concentration, confidence, and growing structural fragility beneath calm markets. They examine extreme positioning, record low cash levels, and the quiet domi...

20 Joulu 20251h 10min

GM92: Politics in an Age of Hard Borders and Rising Hegemons ft. Gary Gerstle

In this conversation, the veneer of political continuity is stripped back to reveal a world drifting toward harder borders, sharper identities and a reshaping of power once thought unthinkable. Gary G...

17 Joulu 20251h 10min

SI378: When Prices Stop Making Sense ft. Mark Rzepczynski

This episode examines markets through the lens of uncertainty rather than prediction. As the Federal Reserve delivers a rate cut amid dissent and conflicting signals, Alan and Mark explore what it mea...

13 Joulu 20251h 2min

TTU151: What Comes After 60/40? Systematic Thinking, BlackRock Style ft. Jeff Rosenberg

Niels and Alan sit down with BlackRock’s Jeff Rosenberg to examine how the post Covid shift from too little to too much inflation is reshaping portfolios. Jeff explains why bond and equity correlation...

10 Joulu 20251h 13min

SI377: What's New in SG Indices in 2026? + The Regime-Adaptive Portfolio ft. Alan Dunne

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landsca...

6 Joulu 20251h 8min

ALO32: AI Booms, Fiscal Strains and the New Macro Regime ft. Joe Little

Alan Dunne speaks with HSBC Asset Management’s Global Chief Strategist, Joe Little, about what happens when the old macro rules stop working. Joe traces the shift from a demand led, low inflation worl...

3 Joulu 20251h 5min

SI376: What They’re Only Now Starting to See ft. Andrew Beer

In this week’s Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “other” diversifiers. Andrew reflects on the Goldma...

29 Marras 20251h 6min