Doxa Takes

2 Firetrucks are better than 1 w/ Conor Sen (Ep.18)


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Chase teams up with Bloomberg Opinion columnist Conor Sen to chat about why the Fed is poised to cut rates now, how fast they might go, and why bringing 2 firetrucks to a fire is always better than 1. On the eve of a pivotal Fed meeting, Conor brings his expertise to this timely discussion - exploring the ripple effects that will run through our economy in 2025. Enjoy!

(1:05) Fire in the kitchen

(6:30) Rate knock-on effects?

(11:10) The economy's left tail

(15:05) Housing & HELOCs

(20:10) Rate Cuts

(25:55) Defensive market leaders

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and Conor and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠⁠

Music by ⁠⁠⁠⁠⁠Agent Method

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Doxa TakesBy Chase Lee, CFA