Gold and Commodities Investments
Invest Like the Best with Patrick O'Shaughnessy
My guest today is Bob Elliott, the CEO and CIO of U...
more
Nov 8 2022 1h 20m
Chapter 1 4 mins
[First question] The Economic Organization of a POW Camp and key lessons one can learn from the paperChapter 2 2 mins
The way that supply and demand clears a price and how that plays into his thinking about investing across asset classesChapter 3 1 min
Whether or not he has a generalized investing worldview or frameworkChapter 4 3 mins
Deciding on what data is signal and matters most when analyzing marketsChapter 5 4 mins
A crash course on easy money and tight money regimes and the implications of both in a macro environmentChapter 6 3 mins
The rise and role of inflation and what should be done about itChapter 7 6 mins
What the next couple of years will look like if we draw lessons from historyChapter 8 4 mins
Why gold could ever belong in someone's portfolio when it doesn’t produce or yield anything back to the investorChapter 9 5 mins
Supply and demand constraints and the state of the housing market todayChapter 10 5 mins
What might happen in future labor markets given our current macro environmentChapter 11 5 mins
Currencies, energy, geopolitics, and what he’s most focused on globallyChapter 12 3 mins
What movements in the charts are worrying him the mostChapter 13 6 mins
The original “All Weather” portfolio and what one would look like if he built it todayChapter 14 5 mins
How his career has taught him to find talented individuals who might deliver alphaChapter 15 5 mins
Lessons learned from early-stage and venture investing and thoughts on that world nowChapter 16 3 mins
Why there hasn’t been an iconic early-stage technology investing firm driven by systematic strategiesChapter 17 3 mins
The kindest thing anyone has ever done for him