The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

00:00

Is There a Seasonal Rally in the Market?

The whole reason we rally after midterms, if there is a phenomenon, so it's because of the uncertainty that's been removed. But when rates are- when the Fed's hiking rates, you don't get that post midterm rally now. This is a totally different- We still have the uncertainty right now about the Senate. There's a bunch of counting votes. I think people know that it's going to be gridlock, though, which is ultimately what matters,. And there wasn't too big of a shift yesterday. Today's rally was more of a way to CPI than coronavirus.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app