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LIVE: On The Tape + The Compound and Friends at the Nasdaq

RiskReversal Pod

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Is the Fed Cutting Rates in 23?

The bond market is giving your prelude to what's going to happen, right? So it falls as fast as it is projected to fall. Who the hell knows? 4% is going to look great. Do you think the Fed cuts in 23? I do. Man, I just think inflation is going to slow dramatically in in 2023. The Dow minus the NASDAQ 100. We basically did this. It's just its value versus growth. But we had a month. What month was this? Was this November? The Dow had the best month relative to the NASdaq going back to... Where's the United Healthcare guy in here? That was what?

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