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# [CE Credit Available] Bob Elliott on Navigating Policy Shifts and Market Implications
- URL: https://www.leadlagreport.com/ce-credit-available-bob-elliott-on/
- Published: 2025-07-12T13:37:16.000Z
- Updated: 2025-07-12T13:37:16.000Z
- Description: Sponsored By Unlimited Funds
- Author: The Lead-Lag Report
- Tags: Newsletter, #substack, #substack-type-newsletter, #substack-access-everyone, #Import 2026-07-17 08:13

**Exclusive Webinar with Bob Elliott, Unlimited Funds**

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

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**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.

[**REGISTER NOW**](https://us06web.zoom.us/webinar/register/WN%5FiEawOsxVSk-WZYiiPVTLiQ?ref=leadlagreport.com)

**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

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**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.

[**REGISTER NOW**](https://us06web.zoom.us/webinar/register/WN%5FiEawOsxVSk-WZYiiPVTLiQ?ref=leadlagreport.com)

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.***