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

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.

-----

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 Portfoliohere.

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:

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

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

Avsnitt(909)

TTU143: How to stay Sharpe ft. Guillaume Jamet, Co-CIO at Metori Capital Management

TTU143: How to stay Sharpe ft. Guillaume Jamet, Co-CIO at Metori Capital Management

Guillaume Jamet, Co-CIO at Metori Capital Management joins us for a conversation on how pivoting to a rigorous scientific approach uncovered ways of better capturing trends in markets. We discuss his ...

17 Apr 20231h 4min

SI239: CTAs Profits from Food Crisis...True or False? ft. Andrew Beer

SI239: CTAs Profits from Food Crisis...True or False? ft. Andrew Beer

Join us for a riveting conversation with Andrew Beer, where we dive deep into the world of systematic trend following, CTA Replication, and much more. As we explore the current state of central banks,...

16 Apr 20231h 5min

GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule

GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule

Join us for an insightful and personal conversation with Rick Rule, a renowned investor and speculator with decades of experience in sub $1,000,000,000 market capitalisation public and private issuers...

12 Apr 20231h 21min

TTU142: The Contrarian ft. Roy Niederhoffer, President of R.G. Niederhoffer Capital Management

TTU142: The Contrarian ft. Roy Niederhoffer, President of R.G. Niederhoffer Capital Management

Buckle up for a fascinating conversation with Roy Niederhoffer, President of R.G. Niederhoffer Capital Management, as he shares insights on managing a billion USD through short-term trading. Discover ...

10 Apr 20231h 9min

SI238: Why Not to Trend Follow ft. Rob Carver

SI238: Why Not to Trend Follow ft. Rob Carver

Join us for an engaging conversation with Rob Carver, where we delve into the world of systematic trend following. We explore topics like how to forecast future market volatility and the pros and cons...

8 Apr 20231h 12min

GM38: Debt, Stagnation and Policy Responses ft. Barry Eichengreen

GM38: Debt, Stagnation and Policy Responses ft. Barry Eichengreen

Join us for a thought-provoking conversation with Professor Barry Eichengreen, Professor of Economic and Political Science at University of California, Berkeley as we discuss what we can learn from ec...

5 Apr 20231h 3min

TTU141: The Alternative Trendfollower ft. Douglas Greenig, CEO of Florin Court

TTU141: The Alternative Trendfollower ft. Douglas Greenig, CEO of Florin Court

Join us for an in-depth conversation with Douglas Greenig, CEO of Florin Court, as we explore their unique approach to managing $2 billion in assets using a systematic trend following program focused ...

3 Apr 20231h 12min

SI237: Trend Following During March Madness ft. Richard Brennan

SI237: Trend Following During March Madness ft. Richard Brennan

Join us for an eye-opening conversation with Richard Brennan, as we explore the world of trend following and delve deep into the unusual moves in fixed income markets and its impact on trend following...

2 Apr 20231h 15min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-svart-marknad
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
svd-tech-brief
lastbilspodden
dynastin
avanzapodden
borsmorgon
rss-inga-dumma-fragor-om-pengar
fill-or-kill
24fragor
bathina-en-podcast
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
rss-veckans-trade
tabberaset