本期Hidden Forces播客邀请Unlimited联合创始人兼CEO Bob Elliott探讨当前金融市场热点，包括债务上限辩论、地区性银行股、美联储对抗通胀以及经济周期的现状。主持人Demetri Kofinas和Bob Elliott深入分析了美联储大幅加息后经济衰退迟迟未现的原因，以及供应端因素对通胀的影响。本期节目为理解当前经济和市场形势提供了宝贵视角，并为未来6-12个月的经济和市场走势提供了思考框架。

👨‍💼 **通胀与经济衰退:** 尽管美联储大幅加息，经济衰退尚未出现。这可能与供应端因素有关，这些因素可能导致美联储难以控制通胀而不会损害经济。

🏦 **地区性银行股:** 由于利率上升和经济不确定性，地区性银行股面临压力。投资者应谨慎关注这些银行的资产质量和盈利能力。

💰 **债务上限辩论:** 债务上限辩论是当前美国经济面临的重大风险之一。如果美国政府无法提高债务上限，将可能导致经济衰退。

📈 **经济周期:** 本期节目为理解当前经济周期提供了宝贵视角，并为未来6-12个月的经济和市场走势提供了思考框架。

🎙️ **Hidden Forces:** 本期节目是理解当前经济和市场形势的宝贵资源，提供了深入的分析和见解。

In Episode 313 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments.

Demetri asked Bob onto the podcast to help sort through the noise of this latest financial news cycle as it pertains to the debt ceiling debate, regional bank stocks, the Fed’s fight against inflation, and where we find ourselves in the economic cycle.

Many have been surprised by how long it’s taken for an economic recession to materialize given the speed and extent of the Federal Reserve’s rate rises. Demetri and Bob discuss what might explain this and what it means for investors if supply-side factors to the economy make combating inflation difficult for the Fed to do without undermining the economy’s ability to supply the capital needed ameliorate it.

This episode is an excellent overview of where we find ourselves today and provides an especially useful framework for thinking about the important issues facing the economy and markets over the next six months to twelve months.

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Producer & Host: Demetri Kofinas

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Episode Recorded on 05/15/2023