Navigating Federal Reserve Expectations and Market Reactions

On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market, his influential research note that’s become must-read material for investors around the world. We’ll talk about some of the most memorable charts, boldest calls, and enduring themes from his archive—and what they can teach us about the markets today. Then at 01:10:08, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠!

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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