Go offline with the Player FM app!
Investing In Hedge Funds For the Average Joe
Manage episode 433228094 series 158497
Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor.
Today we discuss...
- Bob's focus to bring low-cost indexing to the world of two-and-twenty, similar to the impact of stock and bond indexing.
- Hedge fund strategies, despite being expensive, offer good returns with lower volatility and drawdowns compared to stocks.
- Various hedge fund strategies include equity long-short, global macro, fixed income, and emerging market strategies.
- Real-time performance data helps in understanding and replicating hedge fund strategies.
- The current economic cycle is income-driven rather than credit-driven, making it more durable to rising interest rates.
- Overvaluation and high expectations suggest that now may not be the best time to invest heavily in stocks.
- The similarities between the current period and the 1970s highlight the importance of diversified portfolios.
- Factors like de-globalization, geopolitical tensions, and inflationary pressures could influence future economic dynamics.
- Volatility in market expectations and the reality of economic conditions contribute to the current buoyant market despite high interest rates.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/investing-in-hedge-funds-bob-elliot-632
718 episodes
Manage episode 433228094 series 158497
Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor.
Today we discuss...
- Bob's focus to bring low-cost indexing to the world of two-and-twenty, similar to the impact of stock and bond indexing.
- Hedge fund strategies, despite being expensive, offer good returns with lower volatility and drawdowns compared to stocks.
- Various hedge fund strategies include equity long-short, global macro, fixed income, and emerging market strategies.
- Real-time performance data helps in understanding and replicating hedge fund strategies.
- The current economic cycle is income-driven rather than credit-driven, making it more durable to rising interest rates.
- Overvaluation and high expectations suggest that now may not be the best time to invest heavily in stocks.
- The similarities between the current period and the 1970s highlight the importance of diversified portfolios.
- Factors like de-globalization, geopolitical tensions, and inflationary pressures could influence future economic dynamics.
- Volatility in market expectations and the reality of economic conditions contribute to the current buoyant market despite high interest rates.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/investing-in-hedge-funds-bob-elliot-632
718 episodes
Todos los episodios
×

1 The Hidden Costs of Bad Estate Planning with Lauren Klein 54:44


1 China Tariffs Are Causing Big Problems In This Sector 48:10


1 Filing for Bankruptcy the Right Way with Ashley Morgan 47:33


1 This Hidden Bull Market Is Hiding In Plain Sight 44:11


1 Venture Capital in the Age of AI with Anthony Georgiades 1:00:59


1 Central Banks Are Hoarding This Asset Expecting Trump’s Next Move 50:18


1 Emotional Discipline for Trading Success with Diana Perkins 57:33








1 The New Global Paradigm Shift And How To Invest 1:20:20


1 A Second Big Move In The S&P 500 Will Change How You Think About Stock Investing 46:50


1 What 96% of People Get Wrong About Social Security Planning 48:13




1 The Growth of Global Investing with Ladislas Maurice 56:48
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.