In this episode, we speak with Unlimited Funds founder Bob Elliott. We discuss the general landscape of the hedge fund industry including the strategies hedge funds employ, whether they add value from a return perspective and if the top performing hedge funds are able to maintain that status over time. We also discuss the challenges of replicating hedge fund returns and Unlimited's unique approach to doing it via the ETF wrapper. In the second half of the interview, we get Bob's take on the current macroeconomic environment, why inflation might be tougher to tame than many think, what the resolution of the debt ceiling issue might mean for markets and a lot more.

We hope you enjoy the discussion.

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Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott

Excess Returns