Unhedged Have rates peaked?
Nov 28, 2023
In this podcast, the hosts discuss the market's rally on expectations of the Fed's rate pause, explore whether rates have peaked, and the positive market reaction to decreased interest rates. They also dive into Goldman Sachs CEO David Solomon's DJ career, reflect on the ambivalence towards predictions, and discuss the challenges of timing and liquidity in the US financial system.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Market Reaction to Decrease in Interest Rates
01:46 • 9min
Thoughts on Interest Rate Cuts and Liquidity in the US Financial System
10:29 • 3min
Views on Market Turn and Ambivalence Towards Rally
13:53 • 2min
DJ D-soles, Goldman Sachs' Macro Outlook, and Ambivalence
16:21 • 3min