The Federal Reserve may be cutting rates but don't look for relief in the housing market. Maggie Lake sat down with Jared Dillian, author of the Daily Dirtnap newsletter, to talk about why he believes US home prices and bond yields will continue to rise regardless of what the Fed does. He also makes the bull case for energy and emerging markets and warns against group think.

Don't miss out on future episodes - get on the list here: https://gbe08amm2tr.typeform.com/cook...

Subscribe to my substack here: https://substack.com/@maggielake?r=3p1gsx&utm_campaign=profile&utm_medium=profile-page

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #stockmarket #macro #economy #inflation #fed #marketanalysis #talkshow #bonds #ratecuts #gold #investing #assetallocation #uselection #election #china #oil #housing #ratecuts #jobs

Ela Minus, Franz Ferdinand and Damon Locks