Bob Elliott
Chief Investment Officer at Unlimited Funds and former member of the Investment Committee at Bridgewater, offering macroeconomic and market insights on inflation, oil shocks, and cross-asset positioning.
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95 snips
Mar 18, 2026 • 48min
The Macro Chain Reaction of Oil Shocks | Bob Elliott
Bob Elliott, macro investor and Unlimited Funds founder, explains how an Iran-driven oil shock reshapes inflation, growth, and policy. He contrasts today with 2022 and past shocks, outlines how rising energy costs hit households and markets, and discusses central bank responses, bond reactions, currency winners and losers, and why markets may be underestimating second-order effects.
36 snips
Mar 19, 2026 • 43min
“We’re Just Getting Started” | Bob Elliott on Why The Oil Shock Is Not Fully Priced In To Markets
Bob Elliott, Chief Investment Officer at Unlimited Funds and former Bridgewater committee member, lays out the fallout from a surging oil shock. He discusses how oil-driven price spikes sap consumer spending and lift inflation. He argues markets are mispricing growth and policy risk, and makes the case for cross-asset trades and diversified commodity exposure.
Mar 19, 2026 • 48min
The Macro Chain Reaction of Oil Shocks | Forward Guidance
Bob Elliott, macro investor and Non-Consensus Substack author, outlines how oil shocks can lift inflation while cutting growth and squeeze household spending. He compares 2024 risks to 2022, 2008 and the 1970s. He explains central bank responses, bond risk premia, winners and losers across countries, and where markets may be underestimating extended oil disruptions.
