In this episode, Matt from Fundamental Investing Institute dives into the latest FOMC news, discuss the implications of the Charlie Kirk tragedy, analyze the roles of Lisa Cook and Stephen Myron, and unpack Katie Martin’s Financial Times editorial on private equity’s liquidity challenges. The conversation covers the market’s anticipation of a 25-basis-point rate cut, ongoing core inflation above 3%, and the positive effects of declining long-term bond yields on housing. We also debate the president’s renewed call to end quarterly reporting for public companies, examining its impact on individual investors, and highlight the complex role of continuation funds in private equity.

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