August 29, 2024

Rate Cuts Are Coming. Now What?

30 minutes

With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that affects real estate and the economy as a whole, and we’ll discuss the seemingly closed IPO window and a revised jobs report.

Key Takeaways

[00:18] - An aura of “mission accomplished” from the Fed

[05:14] - What happens to real estate prices post-rate cuts?

[11:30] - What to make of the revised jobs report

[15:24] - Why has the IPO window closed?

[22:01] - Our Saints predictions

[24:22] - How AI and nuclear fusion can shape the future of energy

View Transcript

Links

Ritholtz: Edge of Rate Cuts: How We Got Here

Roche: There’s now a clear change in policy directionality

The Most Unaffordable Housing Market in History

Grannis: Rate Relief is Coming

U.S. added 818,000 fewer jobs than thought, adding to concerns about the economy

WSJ: The IPO Market Gets Cold Feet

Jason And Travis Kelce Sign Reported $100M Podcast Deal With Amazon’s Wondery

Forbes: Do You Know What ‘Fusion Power’ Is? If Not, That’s the Beautiful Point

Dennis Whyte: Nuclear Fusion and the Future of Energy | Lex Fridman Podcast

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Doug Stokes

Greg Stokes

Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

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