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Rate Cuts Are Coming. Now What?

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Manage episode 436774647 series 3404637
Innhold levert av Stokes Family Office. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stokes Family Office eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

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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.

  continue reading

132 episoder

Artwork
iconDel
 
Manage episode 436774647 series 3404637
Innhold levert av Stokes Family Office. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stokes Family Office eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

View Transcript

Links

Connect with our hosts

Subscribe and stay in touch

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.

  continue reading

132 episoder

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