Navigating the 60-40 Portfolio Amid Inflation Challenges

Alf and Brent discuss the jumbo 50 bps Fed cut and the nuances Powell shared during the press conference. They look at historical parallels to derive how to best approach different asset classes with a specific focus on the USD. They also cover the Chinese economy which seems to be slowly imploding from within.

We are now also on Youtube, where you can see supporting charts and our bald heads.

https://youtu.be/o1iDoADS0c4

Transcript: https://www.spectramarkets.com/tmtf-transcript-20sep2024/