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RiskReversal Pod

Don’t Look Back in Anger

Dec 15, 2023
Financial analysts Dan Nathan, Guy Adami, Danny Moses, and Current CEO Stuart Sopp discuss the Fed meeting and stock market highs, expectations for 2024, market rotation, energy challenges, Fed's impact on gold, Bitcoin and currencies, S&P 500 earnings, interest rate-sensitive stocks, banks' performance, sentiment indicators, and even share their NFL and soccer game picks.
45:03

Podcast summary created with Snipd AI

Quick takeaways

  • The unexpected pivot to rate cuts by the Federal Reserve has caught many investors off guard.
  • There are underlying economic problems, such as debt-to-GDP levels and unresolved geopolitical issues, that have not been resolved despite the recent market rally.

Deep dives

The Federal Reserve's pivot to rate cuts catches investors off guard

Investors have been comfortable with the idea of the Federal Reserve ending its rate-hiking cycle, but the unexpected pivot to rate cuts has caught many off guard.

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