All aboard the crazy train

Macro experts dive into the latest market corrections and the effects of interest rate cuts. They discuss how political events, especially President Biden's performance, are shaking up the markets. The conversation shifts to Trump's policies and their influence on equity growth despite inflation fears. With recession odds in mind, they analyze how economic data and Federal Reserve signals are shaping market expectations. Finally, they explore investment strategies that navigate the contrasting performances of small and large cap stocks amid ongoing volatility.