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MI260: Top Stock Picks For 2023 w/ Logan Kane

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Is the Fed Going to Pivot?

A lot of people are clamoring for this Fed pivot. People view the Fed cutting interest rates as a solution. But I think to some extent, the Fed keeping interest rates too low was actually the problem. For example, let's say you're retired, right? The Fed cuts rates to zero. Retired people look around and they say, hey, you can't get a return anywhere. So I'm going to cut back my spending. See, that's a problem. We shift regimes here. Bank sucks to where you want to be. It does look very attractive right now.

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