This chapter discusses the potential impact of forecasted interest rate cuts on companies that heavily rely on rate cuts to restructure their debts. It questions the financial stability of these companies and highlights that the Federal Reserve may not implement as many rate cuts as anticipated.
Prospects for a rapid string of rate cuts may be fading. That’s actually good news.
(00:21) Bill Barker and Deidre Woollard discuss:
- How fewer interest rate cuts may impact businesses.
- Peloton’s path forward.
- Ways streaks are valuable to businesses.
(16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.
Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Bill Barker, Matt Frankel, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Rick Engdahl
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