In this episode, 42 Macro's Darius Dale and Bob Elliott of Unlimited Funds discuss the macroeconomic environment, fiscal dominance, and the implications of monetary and fiscal easing in a resilient U.S. economy. Bob highlights the challenges of navigating high asset valuations alongside strong economic momentum fueled by expansionary fiscal policy and the Federal Reserve’s dovish stance. They explore the risks of inflationary pressures, labor market dynamics, and the bond market’s mispricing of structural nominal growth. The conversation also emphasizes the importance of pragmatic, data-driven investment strategies and Unlimited Funds’ mission to democratize access to hedge fund-style returns for retail investors.
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