Is a Recession Priced In? with Bob Elliot

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 14 October 2023

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t In the eleventh installment of our Crash or Boom series, Andreas Steno Larsen welcomes Bob Elliott, CEO and co-founder of Unlimited Funds, to explore whether financial markets are correctly pricing in a recession. If so, is a recession tradable? And what is the base case for next year? Plus, Bob shares how he manages the dual tail risks of a boom or a crash. Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Kraken.
0:03.0	Crypto is like finance, but different.
0:06.6	It doesn't care when you invest, trade or save, do it on weekends, or at 5 a.m., or
0:12.7	on Christmas Day, at 5 a.m.
0:15.2	Crypto is finance for everyone, everywhere, all the time.
0:19.5	Visit Kraken.com slash see what crypto can be, to learn more.
0:23.0	Don't invest unless you're prepared to lose all the money you invest.
0:25.7	This is a high risk investment and you should not expect to be protected if something
0:28.9	goes wrong.
0:29.9	Hi, everyone.
0:30.9	Today's Real Vision Daily Briefing is sponsored by Crane Shares.
0:35.2	Learn about their KCCA ETF at CraneShares.com forward slash KCCA forward slash Real Vision.
0:44.6	Now to the top analysis of today's markets.
0:55.8	Welcome back to week two of Crash or Boom, where Real Vision investigates what's happening
1:00.3	in what may be an inflection point in markets at some of the biggest names in finance.
1:04.5	I'm Ash Bennington.
1:05.5	Today, we have Andres Steno Larson with Bob Elliott, CEO of Unlimited Funds.
1:12.2	Let me set up the context for you.
1:13.4	We've been talking about this all week.
1:15.0	I hope you've been enjoying this in series as much as I have.
1:17.6	Harris Cuppermann and Louis Gov talked about a secular energy crunch, the return of volatility
1:23.4	and secular growth in EM's ex-China.
	...

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