AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Earnings Season Is Strong (So Far) | Sam Burns
Forward Guidance
Is the Fed Going to Cut Rates?
The market is pricing in a lot of cuts from March 2023 to December 2024. I do suspect there probably will be some rate cuts as you get into 24, but it doesn't necessarily require the economy being in severe recession," he says. The argument that we need 3% real rates or higher just for the economy not to have a problem "is going to really weaken a lot over the next few months"
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode