Top Traders Unplugged5 Juni 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.

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

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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?

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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

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