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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Taking Investors' Temperatures as the U.S. loses its AAA Credit Rating

Taking Investors' Temperatures as the U.S. loses its AAA Credit Rating

Lindsey Bell, Chief Strategist at 248 Ventures, climbs back aboard The Express to take investors' temperatures following the Fitch credit rating downgrade. What's the message behind the drop from AAA ...

7 Elo 202328min

Now That We Know What We Know, What Could Go Wrong?

Now That We Know What We Know, What Could Go Wrong?

After the Fed's latest rate hike, which may not have been its last, we search for points of weakness, and areas of continued strength in the markets with Kenny Polcari. Plus, Kenny drops one of his cl...

31 Heinä 202330min

Hollywood is Burning as Dual Strikes and A.I. Threaten Tinseltown

Hollywood is Burning as Dual Strikes and A.I. Threaten Tinseltown

Brian Stelter, the special correspondent for Vanity Fair, and the host of The Hive podcast, explains what's really behind the actor and writer strikes facing the entertainment industry, and how Artifi...

24 Heinä 202332min

Behind Bitcoin's Rise, and BlackRock's Bid to Launch an ETF

Behind Bitcoin's Rise, and BlackRock's Bid to Launch an ETF

Nate Geraci of the ETF Store joins the Express to breakdown Bitcoin's incredible rise this year, and why the biggest asset managers in the world like BlackRock have filed to launch Bitcoin ETFs. Has c...

17 Heinä 202331min

Resetting our Money Mindset with a Financial Therapist

Resetting our Money Mindset with a Financial Therapist

Dr. Preston Cherry joins The Express to talk about how financial therapy can help us break through our emotional barriers that prevent us from making the right investing, saving and planning decisions...

10 Heinä 202332min

Vanguard Makes the Case for Muted Expectations in the Future

Vanguard Makes the Case for Muted Expectations in the Future

Roger Aiaga-Diaz of The Vanguard Group, joins The Express to explain why investors should lower their expectations for future stock returns, and how to build a balanced portfolio now to withstand the ...

26 Kesä 202328min

The Business of Great Food and Wine from the Classic in Aspen

The Business of Great Food and Wine from the Classic in Aspen

The Express streamed back into the Rockies for the 40th anniversary of the Food & Wine Classic to talk about the business of being a chef with Anna Castro and Calvin Eng, two of the best new chefs in ...

20 Kesä 202328min

Riding the Skinny Bull Market From the Floor of the NYSE

Riding the Skinny Bull Market From the Floor of the NYSE

Jay Woods, NYSE veteran and Chief Global Strategist for Freedom Capital Markets, joins the Express from the floor of the NYSE to examine the new bull market. It looks a little thin, but it is showing ...

12 Kesä 202327min

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