Lagniappe

Looking Back at the (Almost) First Half of 2024

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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


    • View Transcript


    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

      • Doug Stokes
      • Greg Stokes
      • Stokes Family Office


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