On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more!
This episode is sponsored by KraneShares! To learn more about the KraneShares Man Buyout Beta Index ETF, visit: https://www.kraneshares.com/buyo
More from Bob:
https://x.com/BobEUnlimited
00:00 - Cold Open
08:50 - Intro
10:14 - DeBanking, DEI and ESG
22:50 - Markets looking forward
31:57 - Netflix and Valuations
42:38 - The Blue Chips of Junk
48:42 - Labor Market Concerns
54:16 - Trade Policy Uncertainty
58:43 - Bonds
01:10:39 - Gold
01:22:13 - Hedge Funds
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