From growing up in Michigan to leading Ray Dalio’s research team at Bridgewater Associates, Bob Elliott has spent his career decoding how the global economy really works. Now, as Co-Founder & CIO of Unlimited Funds, he’s bringing hedge-fund intelligence to every investor.
Jason Johns and Mackey Daniel sit down with Bob to discuss his journey, how Unlimited replicates institutional strategies through ETFs and what he’s seeing in today’s markets. The conversation dives into his recent writings — “The AI Boom’s Real Economy Problem” and “Where to Turn When Stocks and Bonds Move Together” — to unpack what they mean for advisors navigating concentration risk, inflation, and the new diversification playbook.
Tune in for a candid look at macro strategy, Michigan roots, and the future of alternative investing.
Catch more of Bob’s insights:
bobeunlimited.substack.com
X: @bobEUnlimited