Bob Elliott: Markets Are Delusional — And Credit Knows It
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Bob Elliott: Markets Are Delusional — And Credit Knows It
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About this listen
Markets are ripping. The Fed sounds soft. Investors think the worst is over.
Bob Elliott — former Bridgewater macro lead and now CEO of Unlimited — says that’s fantasy. He breaks down why this rally is built on bad assumptions and a willful blindness to risk.
We cover:
• Why the “TACO” trade (Tariffs Are Coming Off) is fiction
• What markets get wrong about pain → policy → price
• Why credit and debt are the real macro signals
🎧 The macro economy moves slower than you want—then faster than you can react.
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