

Latest on Donald Trump and the Fed Rate Cycle
Sep 16, 2024
Bill Dudley, former NY Fed Bank president, shares insights on a potential 50 basis point rate cut by the Fed. Henrietta Treyz, managing partner at Veda Partners, dives into the chaos surrounding the presidential race, including a recent assassination attempt on Donald Trump. Lori Calvasina from RBC Capital Markets discusses the equity landscape for 2024, focusing on the impacts of Fed easing amid political volatility. The trio explores how these economic indicators and political events are intricately linked, shaping market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Navigating the Fed's Dual Mandate
02:45 • 10min
Growth of Direct Lending and E-commerce Solutions
12:54 • 2min
Political Tensions and Market Implications
14:32 • 12min
Market Trends: Small Caps vs Large Caps
26:12 • 4min
Empowering Futures: Children's Savings Accounts in Education
30:21 • 3min
Shogun's Emmy Triumph and Gen Z's Corporate Perspective
33:46 • 2min
Shifting Workforce Dynamics and Corporate Embracement
35:46 • 2min