))
Looking Back at the (Almost) First Half of 2024
Manage episode 424235921 series 3404637
Indhold leveret af Stokes Family Office. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stokes Family Office eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
This episode is all about where we are vs. where we thought we’d be as we near halftime of 2024. Are we surprised by no rate cuts? Could a bullish real estate environment be on the horizon? Why isn’t there more news/outcry over the bond markets? We’ll look back to answer these questions and look ahead to the buzz of big sporting events and elections coming soon.
Key Takeaways
- [00:17] - Looking back at the first half of 2024
- [07:04] - They will they/won’t they rate cut convo
- [12:50] - The real estate sector needs rate cuts
- [15:49] - Why hasn’t there been more outcry over bonds?
- [19:24] - An update on private equity and venture capitalism
- [24:40] - Summer heats up with sporting events and elections on the horizon
- [29:00] - Projecting where we finish the year
Links
- Detrick: Could the Fed really cut with stocks at all-time highs? Yes is the answer.
- Roche: It’s time to cut rates
- CME FedWatch Tool
- iShares 20+ Year Treasury Bond ETF (TLT)
- Pensions piled into private equity. Now they can’t get out.
- Election betting odds
- Breaking spaghetti and record fast goals at the Euros
Connect with our hosts
Subscribe and stay in touch
136 episoder
Del
