Bridgewater, Botany & Breaking the 2&20 mold with Unlimited ETFs' Bob Elliott

In this episode of The Derivative, Bob Elliott, co-founder and CEO of Unlimited, discusses hedge fund replication and its benefits for portfolios. He shares his background, from botany to Bridgewater, and explains Unlimited's approach to offering diversified, low-cost indexing in the world of hedge funds via ETFs. Elliott also touches on macroeconomics, the Fed's monetary policy, and the live cattle market, emphasizing the importance of understanding market dynamics and clear communication with clients.

Outlines

Part 1: Introduction and Background

Part 2: Unlimited - Genesis and Strategy

Part 3: Market Views and Conclusion

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The Derivative

Part 1: Introduction and Background

Introduction to Bob Elliott and His Background

Early Career at Bridgewater and the 2008 Financial Crisis

Defining Global Macro and Reflections on Ray Dalio

Part 2: Unlimited - Genesis and Strategy

The Genesis of Unlimited and Disrupting the 2 and 20 Model

Replication Strategy and the Need for Existing Hedge Funds

Model Protection, Initial ETF, and Fee Structure

Part 3: Market Views and Conclusion

Advisor Adoption, Market Outlook, and the Fed

Macro Views, Replication as Art and Science, and Live Cattle

Conclusion

Bridgewater, Botany & Breaking the 2&20 mold with Unlimited ETFs' Bob Elliott

The Derivative

Part 1: Introduction and Background

00:07Introduction to Bob Elliott and His Background

Introduction to Bob Elliott and His Background

05:27Early Career at Bridgewater and the 2008 Financial Crisis

Early Career at Bridgewater and the 2008 Financial Crisis

17:52Defining Global Macro and Reflections on Ray Dalio

Defining Global Macro and Reflections on Ray Dalio

Part 2: Unlimited - Genesis and Strategy

24:48The Genesis of Unlimited and Disrupting the 2 and 20 Model

The Genesis of Unlimited and Disrupting the 2 and 20 Model

31:24Replication Strategy and the Need for Existing Hedge Funds

Replication Strategy and the Need for Existing Hedge Funds

39:17Model Protection, Initial ETF, and Fee Structure

Model Protection, Initial ETF, and Fee Structure

Part 3: Market Views and Conclusion

45:55Advisor Adoption, Market Outlook, and the Fed

Advisor Adoption, Market Outlook, and the Fed

52:12Macro Views, Replication as Art and Science, and Live Cattle

Macro Views, Replication as Art and Science, and Live Cattle

1:05:01Conclusion

Conclusion