Rate Cuts Are Coming. Now What?
Manage episode 436774647 series 3404637
With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that affects real estate and the economy as a whole, and we’ll discuss the seemingly closed IPO window and a revised jobs report.
Key Takeaways
- [00:18] - An aura of “mission accomplished” from the Fed
- [05:14] - What happens to real estate prices post-rate cuts?
- [11:30] - What to make of the revised jobs report
- [15:24] - Why has the IPO window closed?
- [22:01] - Our Saints predictions
- [24:22] - How AI and nuclear fusion can shape the future of energy
Links
- Ritholtz: Edge of Rate Cuts: How We Got Here
- Roche: There’s now a clear change in policy directionality
- The Most Unaffordable Housing Market in History
- Grannis: Rate Relief is Coming
- U.S. added 818,000 fewer jobs than thought, adding to concerns about the economy
- WSJ: The IPO Market Gets Cold Feet
- Jason And Travis Kelce Sign Reported $100M Podcast Deal With Amazon’s Wondery
- Forbes: Do You Know What ‘Fusion Power’ Is? If Not, That’s the Beautiful Point
- Dennis Whyte: Nuclear Fusion and the Future of Energy | Lex Fridman Podcast
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
130 episodes