Episode 71: Are Bonds About To Break Out? With Bob Elliott.

Maggie Lake Talking Markets

Joining us today on Talking Markets for the first time is Bob Elliott, CIO of Unlimited Funds and PM of $HFGM & $HFND. Bob thinks the second half of 2025 is going to be a "season of disappointment" due to a combination of high expectations, softening growth, and a Fed on hold. We'll be discussing how he's playing it, what would change his mind, and his thoughts on the coming year. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.00:00 - Introduction with Bob Elliott00:30 - Is Trump Trying to Fire Jerome Powell?03:00 - What to Expect from Foreign Treasury Purchases05:10 - How Does the U.S. Economy Really Look Right Now?08:40 - Would Firing Powell Cause Market Chaos?11:10 - Takeaways from the Bank of America Fund Survey14:00 - S&P vs ISM: Diverging Signals?16:20 - What's Next for Bonds?18:30 - The Bank SLR and Systemic Risk22:30 - Bitcoin & Ethereum Price Run-up: What’s Driving It?25:00 - Bob Elliott’s Outlook on Unlimited Funds ETFs27:45 - Are Institutions Underexposed to U.S. Equities?31:15 - Is the Market Setting Up for a Pullback?