Stocks have done well in both rising and falling interest rate environments. Inflation is the bigger danger, and the Fed is fighting it hard. Good news: Stocks do very well in falling inflation environments—and we should be heading into one. Sign up for my free email list at https://jasonkelly.com/

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe