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Interest Rate Cuts Just Changed Everything! | Michael Lebowitz & Adam Taggart

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Manage episode 441103498 series 3548516
Innhold levert av Adam Taggart | Thoughtful Money. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Taggart | Thoughtful Money 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.
The Fed dropped the Federal Funds Rate by 50 basis point this week, ushering in a new monetary regime. Investors need to the know that the playbook has changed. Delivering what sounded like a "mission accomplished" press conference this week, Fed Chair Jerome Powell is projecting confidence that inflation is nearly beaten, unemployment remains low, and economic growth is solid. He doesn't see recession as a visible threat here. So has the Fed indeed achieved a soft landing? Or... is the large rate cut a sign the Fed is actually worried it's already behind the curve? I discuss this with portfolio manager Michael Lebowitz. He suspects the Fed is worried, and for certain he thinks that the switch to cutting rates has changed the rules for investing. In his words: now is the time to re-evaluate what you own. How will it perform in a era of falling interest rates? For everything that mattered to markets this week, watch this Weekly Market Recap. ONLY 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #interestrates #inflation #recession --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
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216 episoder

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Manage episode 441103498 series 3548516
Innhold levert av Adam Taggart | Thoughtful Money. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Taggart | Thoughtful Money 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.
The Fed dropped the Federal Funds Rate by 50 basis point this week, ushering in a new monetary regime. Investors need to the know that the playbook has changed. Delivering what sounded like a "mission accomplished" press conference this week, Fed Chair Jerome Powell is projecting confidence that inflation is nearly beaten, unemployment remains low, and economic growth is solid. He doesn't see recession as a visible threat here. So has the Fed indeed achieved a soft landing? Or... is the large rate cut a sign the Fed is actually worried it's already behind the curve? I discuss this with portfolio manager Michael Lebowitz. He suspects the Fed is worried, and for certain he thinks that the switch to cutting rates has changed the rules for investing. In his words: now is the time to re-evaluate what you own. How will it perform in a era of falling interest rates? For everything that mattered to markets this week, watch this Weekly Market Recap. ONLY 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #interestrates #inflation #recession --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
  continue reading

216 episoder

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