Why Is the Recession Taking So Long to Show Up? | Bob Elliott

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 18 May 2023

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In Episode 313 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments.

Demetri asked Bob onto the podcast to help sort through the noise of this latest financial news cycle as it pertains to the debt ceiling debate, regional bank stocks, the Fed’s fight against inflation, and where we find ourselves in the economic cycle.

Many have been surprised by how long it’s taken for an economic recession to materialize given the speed and extent of the Federal Reserve’s rate rises. Demetri and Bob discuss what might explain this and what it means for investors if supply-side factors to the economy make combating inflation difficult for the Fed to do without undermining the economy’s ability to supply the capital needed ameliorate it.

This episode is an excellent overview of where we find ourselves today and provides an especially useful framework for thinking about the important issues facing the economy and markets over the next six months to twelve months.

You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe.

If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email [email protected], and Demetri or someone else from our team will get right back to you.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 05/15/2023

Transcript

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0:00.0	What's up, everybody? My name is Demetra Gafinas and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs and everyday citizens to challenge consensus narratives
0:14.0	and to learn how to think critically about the systems of power shaping our world.
0:18.0	My guest in this episode of Hidden Forces is Bob Elliott, the co-founder and CEO of Unlimited,
0:25.0	a financial services firm that uses machine learning to create products that replicate
0:30.0	the index returns of alternative investments.
0:33.0	I asked Bob to come on the podcast today to help me sort through the noise of this latest news cycle
0:39.0	as it pertains to the debt ceiling debate, regional bank stocks, the feds fight against inflation,
0:44.0	and where we find ourselves in the economic cycle.
0:48.0	I count myself among the many who have been surprised by how long it's taken for an economic recession to materialize,
0:55.0	given the speed and extent of the Federal Reserve's rate rises.
0:59.0	We discuss what might explain this and what it means for the Fed and investors.
1:03.0	If supply side factors to the economy make combating inflation over the long term,
1:08.0	impossible for central banks to do without undermining the respective economies' abilities to invest
1:14.0	in the very infrastructure and services needed to ameliorate it.
1:19.0	It's an excellent overview of where we find ourselves today and provides an especially useful framework
1:25.0	for thinking about the important issues facing the economy and markets over the next six to 12 months.
1:31.0	You can find related podcasts to this one on this week's episode page at hiddenforces.io
1:38.0	where you can also access our premium content, including transcripts, intelligence reports,
1:44.0	and key takeaway videos by going to hiddenforces.io slash subscribe.
1:50.0	All of our content tiers give you access to our premium feed,
1:53.0	which you can listen to on your mobile device using your favorite podcast app
	...

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