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Show Notes
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
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
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