Episode Details
| Title | Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market |
|---|---|
| Date | 8/12/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $S&P 500 - Positive outlook on the S&P 500 with expectations of continued growth.
- “I still have a very positive view on S and P 500.” - George (0:00)
- “I said 6,000 handle on S and P within 12 months, 7 handle within 24 months. I still think we're easily on track for that.” - Mel (0:00)
- “I think we're still in, like, maybe 3rd or 4th inning type stuff, and it's got time to run.” - Mel (0:00)
- “I think we're seeing almost an inevitable rise... I think the crescendo is is building.” - Mel (0:00)
- “I think right now that everything's on track... I can't see any reasonable conclusion other than that the S and P 500 is gonna continue.” - George (0:00)
- 🟢 $Russell 2000 - 🔒
- 🟢 $Gold - 🔒
- 🟢 $US Treasuries - 🔒
- 🟢 $US Dollar - 🔒