This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy!
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Timestamps:
(00:00) Introduction
(02:22) Ram's Background
(03:26) 25 Bps vs 50 Bps
(08:42) Inflation Data
(11:01) The Economy Is Okay
(12:36) Fed Opening the Door to 50 Bps Cut
(16:08) Parsing the Economic Data
(18:12) Labor Productivity
(20:27) Ads
(21:44) Chinese Economy & Red Flags
(28:08) US Equities
(32:02) Growth Vs Value
(34:31) Factor Market
(36:34) Market Rotation
(44:24) Permissionless Ad
(45:02) Narratives Driving Markets
(48:21) Digital Assets
(54:49) Bitcoin & Crypto Price Action
(59:05) Hot Money Rotation
(01:00:37) Cutting Cycle Dynamics
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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.
