Can You Smell What The Fed Is Cookin?

Can You Smell What The Fed Is Cookin?

The fed is cookin' up something and today we talk about their upcoming decision on interest rates, and debate on whether and how much rates should be cut. We discuss the impact of potential rate cuts - there's concern about inadvertently stoking inflation or failing to manage a gradual economic slowdown. We also talk about market expectations, past misjudgments, and behavioral biases and how they effect investment strategies.

Today we discuss...

  • How inflation has decreased to 2.2% year over year, which is positive but may not feel beneficial to everyone.
  • The Fed is expected to lower interest rates, with debate over whether it will be by 0.25% or 0.5%.
  • Unemployment has risen to 4.3%, leading to concerns about a potential recession.
  • Whether the Fed's actions are aimed at inflation control or market performance.
  • The concept of second-level thinking in investing and the importance of understanding market expectations.
  • How the Fed may lower rates once this year and not make multiple cuts unless there is a severe recession.
  • Historical comparisons between past and current interest rates and unemployment rates.
  • The importance of understanding market pricing, timing, and investor behavior.
  • The role of behavioral finance biases, such as recency bias, in economic decision-making.
  • Strategies for passive investing, portfolio rebalancing, and navigating the bond market in a changing interest rate environment.

For more information, visit the show notes at https://moneytreepodcast.com/fed-is-cookin-639

Today's Panelists:

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(837)

Boss Lady Investing

Boss Lady Investing

Krista Goodrich of Boss Lady Investing joins the show to share her journey from working in the mutual fund industry on Wall Street to building a diversified portfolio of more than 20 private businesse...

17 Jul 1h 22min

The Stock Market Is Showing Interesting Signals To Observers

The Stock Market Is Showing Interesting Signals To Observers

The stock market is showing interesting signals and today we discuss the latest market developments. Renewed geopolitical tensions are driving investors back into large technology and AI stocks while ...

15 Jul 49min

Considering a Life Switch?

Considering a Life Switch?

Are you considering a life switch? Today financial advisor, author, and sports team investor Joel Steele joins us to discuss his unconventional journey from failed entrepreneur to successful wealth ma...

10 Jul 1h

Market Signals for The 2nd Half of 2026

Market Signals for The 2nd Half of 2026

Today we talk market signals for the 2nd half of the 2026 following the Independence Day holiday. We highlight how semiconductor stocks and AI continue to heavily influence market performance while si...

8 Jul 55min

Investing in Companies Pre-IPO

Investing in Companies Pre-IPO

Christine Healey explores the rapidly growing world of investing in companies pre-IPOs and how everyday investors are gaining access to private companies like SpaceX, OpenAI, Stripe, and Anthropic bef...

3 Jul 58min

Q2 2026 Market Updates

Q2 2026 Market Updates

Kirk shares the Q2 2026 market updates and the market's recent sector rotation as technology stocks pause after leading gains for much of the year. Healthcare, utilities, and other sectors begin to ta...

1 Jul 37min

Investing In Mortgages 101 with Michael Youngblood

Investing In Mortgages 101 with Michael Youngblood

Michael Youngblood joined the show to discuss investing in mortgages with the evolution of the U.S. mortgage market. He draws on more than four decades of experience in mortgage banking, securitizatio...

26 Jun 1h 5min

Investing Recommendation...Patience and Caution

Investing Recommendation...Patience and Caution

We have an investing recommendation for you: patience and caution! We discussed current market conditions and why markets have largely moved sideways despite strong gains earlier in the year. We exami...

24 Jun 45min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
lydartikler-fra-aftenposten
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
pengepodden-2
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
utbytte
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
rss-skravla-gar
pengesnakk
liberal-halvtime
lederpodden
rss-kron-podden
okonomiamatorene
paretopodden