GM84: What Everyone Saw, but No One Priced ft. Bob Elliott

Bob Elliott joins Cem Karsan and Niels Kaastrup-Larsen for a conversation about what happens when strong economic data masks a deeper structural shift. The income engine still runs, but tariffs, labor scarcity, and immigration limits are quietly rewiring the system. Inflation may not fall the way people expect. Profit margins may not hold. And capital may start flowing away from the US for the first time in a generation. This isn’t a cycle call. It’s a question of what kind of economy we are becoming—and whether portfolios built for the past can survive what’s coming.

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Episode TimeStamps:

02:58 - Revisiting the Income Driven Expansion

12:30 - Inflation Dynamics and Economic Policy

15:31 - The Dynamics of Labor and Immigration

27:58 - Strategic Decoupling and Its Implications

32:04 - The Economic Implications of Manufacturing in China

42:13 - Economic Growth and Market Dynamics

48:28 - The Evolving Landscape of Investment Strategies

53:25 - Understanding Alpha Strategies and Portfolio Diversification

01:01:10 - The Dynamics of Hedge Fund Strategies and Correlation

01:09:34 - Global Macro Trends and Financial Decoupling

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