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After several years of predictable policy, the new administration's shifts create both increased uncertainty and unique opportunities. Drawing on decades of macro expertise, we explore the economic and market implications of the most up-to-date Trump 2.0 policy outlook and leverage insights into the brightest macro minds to find long and short opportunities ahead across global equity, fixed income, currency, and commodity markets.
Bob Elliott is a veteran macro investor who spent 13 years at Bridgewater, where he served on the Investment Committee, led foreign exchange, and regularly authored the Daily Observations. After leaving he founded Unlimited, a startup making hedge fund strategies available to all investors using proprietary technology tracking the industry’s biggest positions in real time. For decades, Mr. Elliott has advised central bankers, government officials, industry leaders, and institutional investors on diverse macro topics ranging from the GFC policy response to sovereign wealth funds’ asset allocation. He regularly appears on CNBC, Bloomberg, and in the WSJ, FT, and Institutional Investor. Bob's daily threads, podcasts, and webinars have become staples across the asset management industry in recent years. When taking a break from macro, he puts his Harvard botany studies to use working in his home garden.
