Eric and Matt share insights on the market's performance through the third quarter of 2024, highlighting the S&P rising by 6% and a significant 50 basis point rate cut by the Federal Reserve, the first since the pandemic. Eric reflects on market sentiment and the complexities of predicting Fed actions, addressing the contrasts between past and present credit cycles, and emphasizing the importance of leverage awareness. They also delve into the impact of fiscal stimulus, wage inflation, and private market trends, while considering potential risks like inflation resurgence and government debt levels. Lastly, the conversation touches on the private markets, their growth, and the role of corporate credit and gives perspective on potential election volatility for next quarter.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Show Notes
(00:00:00) Welcome to Making Markets
(00:00:23) Fed Rate Cuts and Market Reactions
(00:01:32) Leverage and Market Dynamics
(00:03:07) Fiscal Stimulus and Wage Inflation
(00:06:14) Global Economic Trends and Risks
(00:11:04) Fed Policies and Historical Perspectives
(00:16:06) Inflation Concerns and Market Implications
(00:19:34) Investor Strategies and Fed Data Analysis
(00:23:17) Fed's Easing Cycle: Market Reactions
(00:23:33) Election Volatility and Market Expectations
(00:24:08) Split Government and Market Stability
(00:27:45) Corporate Credit Spreads and Economic Indicators
(00:34:17) Private Markets and Investment Trends
(00:41:01) Sports Betting and Market Regulation
(00:44:02) Predictions
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