The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614 https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/ https://x.com/callieabost/status/1837234523555144147 https://www.carsongroup.com/insights/blog/author/rdetrick/ https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues

Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues

Peter Oppenheimer, the Chief Equity Global Strategist and head of Macro Research at Goldman Sachs in Europe, explains the new Post Modern Cycle investors are living in, and what it means for our futur...

29 Tammi 202430min

The Future of Financial Planning

The Future of Financial Planning

Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 5...

22 Tammi 202432min

Big Deals, Little Deals and No Deals for Investors as the Year Begins

Big Deals, Little Deals and No Deals for Investors as the Year Begins

Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin...

15 Tammi 202431min

Where to Find Opportunities in Unusual Places in 2024

Where to Find Opportunities in Unusual Places in 2024

Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Pl...

8 Tammi 202433min

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean ...

1 Tammi 202432min

Breaking out the 2024 Investing Playbook as Stocks Touch New Highs

Breaking out the 2024 Investing Playbook as Stocks Touch New Highs

Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, tells us what to expect next year for the markets and the economy, and how investors should prepare. Plus, the Fed gave investors an...

18 Joulu 202327min

Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally

Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally

It's been a year unlike any other for investors with a bear market in bonds, bank failures. the rise of A.I., and a reality check for the so-called "American Dream". We bring you Investopedia's Most S...

11 Joulu 202330min

The Money Advice No One Ever Told Us From Your Rich BFF

The Money Advice No One Ever Told Us From Your Rich BFF

Vivian Tu, aka Your Rich BFF, joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ...

4 Joulu 202333min

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