Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
The Compound and Friends
Intro
This chapter examines the potential impact of a forthcoming interest rate cut by the Federal Open Reserve Committee, marking the first in nine months. Through historical analysis and data visualization, the hosts discuss market opportunities and financial strategies amid economic uncertainties.
On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
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