
The Fed Cut Rates!
Greg and Doug Stokes dive into the latest Federal Reserve meeting minutes, discussing the implications of a long-awaited quarter-point interest rate cut. They examine historical data on what happens when the Fed cuts interest rates at all-time highs and explore the impact on the S&P 500, small- and mid-cap stocks, and the bond market. They also discuss IPO trends, what’s really behind a weak labor market, and the potential for a market bubble.
Key Takeaways
[00:17] - The Fed finally cut rates
[06:55] - The start of the next wave of enthusiasm in the markets
[12:01] - Job market, AI, and a potential bubble
View Transcript
Links
17 charts to consider as stocks rally and the economy cools
S&P 500 heatmap
MSNBC guest has no idea what Upstart does
Torsten Sløk: No Alpha Left in Public Markets
What has happened historically when the Fed cuts at all-time highs?
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Doug Stokes
Greg Stokes
Stokes Family Office
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