Eurodollar University Everyone Gets This Wrong About Interest Rates And The Stock Market
Nov 6, 2023
In this podcast, the hosts debunk misconceptions about the relationship between interest rates, stock prices, and the economy. They discuss the potential impact of rising profits and revenues on stock prices and caution against investing too late if a soft landing scenario doesn't occur. The speakers also analyze inflation, the labor market, and the Federal Reserve's stance on cutting interest rates. They question the belief that rate cuts can save the economy and emphasize the importance of analyzing assumptions rather than relying on central banks for rescues.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Misconceptions about Interest Rates, Stock Prices, and the Economy
01:53 • 5min
Inflation, the Labor Market, and the Federal Reserve's Stance
06:49 • 3min
Misconceptions about Interest Rates and the Stock Market
10:04 • 6min
Predicting the Future with Stock Market and Yield Curves
16:23 • 2min