00:00 Introduction to Non Consensus Investing

00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited

01:16 Discussing the Fed's 50 Bps Rate Cut

02:26 Market Reactions and Economic Indicators

06:55 Analyzing Employment and Consumer Health

24:05 Debating Productivity and Economic Growth

33:57 AI Apps and Economic Projections

34:19 Fed's Rate Cut Deliberations

35:34 Market Reactions and Fed Policy

38:41 Political Dynamics and Fiscal Policy

42:42 Investment Opportunities and Market Trends

45:43 Gold, Commodities, and Digital Assets

46:37 Growth vs. Value Stocks

50:37 Investor Sentiment and Market Positioning

01:00:59 Concluding Thoughts and Future Outlook

Connect with Us Online:

Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott