18min chapter

The Compound and Friends cover image

The Fed’s Gonna Cut

The Compound and Friends

CHAPTER

The Potential Actions of the Federal Reserve

In this chapter, the speakers discuss the potential actions of the Federal Reserve in response to the economic situation, including rate cuts and their impact on the stock market. They also highlight the uncertainty surrounding the identification of a recession and the connection between economic contractions and their effect on earnings and multiples in the stock market.

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