Greg and Doug Stokes dive into the latest Federal Reserve meeting minutes, discussing the implications of a long-awaited quarter-point interest rate cut. They examine historical data on what happens when the Fed cuts interest rates at all-time highs and explore the impact on the S&P 500, small- and mid-cap stocks, and the bond market. They also discuss IPO trends, what’s really behind a weak labor market, and the potential for a market bubble.

Key Takeaways

[00:17] - The Fed finally cut rates

[06:55] - The start of the next wave of enthusiasm in the markets

[12:01] - Job market, AI, and a potential bubble

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Links

17 charts to consider as stocks rally and the economy cools

S&P 500 heatmap

MSNBC guest has no idea what Upstart does

Torsten Sløk: No Alpha Left in Public Markets

What has happened historically when the Fed cuts at all-time highs?

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Greg Stokes

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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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