Real Vision: Finance & Investing #1029 - Fresh Signs of a Soft Landing? with Cullen Roche | Jobs Data, the Fed, & Rate Expectations
May 3, 2024
Cullen Roche, founder of Discipline Funds, discusses market reaction to jobs data, rate cut expectations, and bond market response. Topics include navigating investments, bond strategies, inflation hedging with real assets, Fed's rate decisions under political pressure, global uncertainties, and investment opportunities in current financial landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Strategic Insights on Bonds and Asset Allocation
02:40 • 3min
Real Assets and Job Report Analysis
05:26 • 4min
Navigating Rate Expectations Amid Political Pressure
09:51 • 9min
Navigating Macro Uncertainties: Global Inflation, Trade Conflict, and Federal Reserve's Strategy
19:11 • 3min
Navigating Investment Strategies in the Current Financial Landscape
22:08 • 10min
Market Pullback, Gold as an Inflation Hedge, and Portfolio Diversification Insights
32:37 • 3min