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But we saved everything 🙂.
A recent episode of the Excess Returns podcast featured a format shift as CultishCreative interviewed both AahanPrometheus and Bob Elliott, who is co-founder and CIO at Unlimited. Elliott highlighted that the discussion focused on long-term perspectives regarding the economy and markets, differing from their usual weekly approach, while also incorporating lighter moments.
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Elliott has recently described the latest U.S. bond yield increase as normal given market data and expected tightening in a previous commentary. In another update, he addressed shifts in tech by noting that buyers in the Anthropic IPO now see valuations as low as $1.1 trillion, below earlier figures of $2 trillion, according to Bloomberg reports. These remarks add further context to his economic outlook shared on the podcast.