This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(01:00) The Fed's Already Got Their Soft Landing
(08:14) The Economy Is Slowing
(11:34) Mantra Ad
(12:44) When Will The Fed Cut Rates?
(17:15) How To Make Macro Actionable
(29:15) Permissionless Ad
(29:54) The U.S Fiscal Dilemma
(32:18) Can Stocks Continue To Rally In 2024?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
