
Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
Focused Compounding
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Is the Market Ready for Bankruptcy?
I don't think that it's a big deal about whether there is or is an recession and what the exact rate Percentage on the Fed funds is. The market has an expectation for like a soft landing kind of thing if you look I mean one There's a big disconnect as you heard in the press conference where Powell said I'm not gonna try to persuade anyone the market thinks We're gonna do one thing and we think we're gonna do another thing So it's baking in stuff that the Fed says it's not gonna do and so there's expectations for rate cuts sooner.
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