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Buy-Side Meets Sell-Side

Was Powell's Pivot Wrong?

The Fed, inflation, a U.S. recession, and asset allocation strategies come under the microscope.

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Featuring Bob Elliott and Harry Melandri

Feb 14, 2024 • 54 minutes

Harry Melandri welcomes Bob Elliott, CEO and co-founder of Unlimited Funds, for a deep dive analysis of recent Fed policy amid inflation volatility. Can we finally say goodbye to a U.S. recession? And how should investors think about asset allocation in this market environment?

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

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