[CE Credit Available] Bob Elliott on Navigating Policy Shifts and Market Implications

Exclusive Webinar with Bob Elliott, Unlimited Funds

July 15, 2025 | 12:00-1:00 PM EST

IS THIS TRULY AN “INCOME-DRIVEN EXPANSION”?

The traditional economic playbook isn’t working anymore. While many analysts scramble to interpret conflicting signals, Bob Elliott brings clarity to chaos by examining whether we’re experiencing a fundamentally different type of economic expansion—one driven primarily by income rather than credit or asset inflation.

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WHAT YOU’LL DISCOVER

This critical session cuts through market noise to deliver insights on:

• The State of the US Economy: Beyond headlines and political spin, where do we actually stand?
• Global Economic Divergence: How economic conditions abroad contrast with domestic realities—and why it matters to your portfolio
• Tariff Implications: Beyond the political rhetoric, what actual economic impact will recent tariff policies likely have?
• The “Big Beautiful Bill”: Unpacking potential real consequences of this legislation on markets and economic trajectory
• Immigration’s Hidden Impact: The overlooked economic force that markets aren’t pricing correctly
• Market Expectations vs. Potential Reality: Understanding the critical gap between what’s priced in and what’s likely to unfold

HEDGE FUND POSITIONING REVEALED

As pioneers in tracking real-time hedge fund positioning, Unlimited Funds offers rare insight into how sophisticated capital is deploying right now:

• Current macro positions: long bonds, short USD, long gold, long HY credit spreads, long global equities vs. US
• Performance navigation through recent market volatility
• Strategic positioning rationale in context of broader economic outlook

PRODUCT INNOVATION ANNOUNCEMENT

Be among the first to hear about Unlimited Funds’ newest offerings:

• Managed Futures Fund: Strategy details and portfolio application
• Equity Long Short Fund: Differentiation points and allocation considerations

WHO SHOULD ATTEND

This webinar is designed for investment professionals, portfolio managers, and sophisticated investors who recognize that conventional economic wisdom is failing to explain current market dynamics.

Warning: This session will challenge mainstream economic narratives and offer alternative frameworks that may contradict your existing investment thesis.

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Spaces limited. Priority access for existing clients and qualified investors.

This webinar has been accepted for one hour of CFP® CE Credit for live webcast attendees. Lead-Lag Media is registered with the CFP Board as a Sponsored Provider of CE Programs.