Episode Details
| Title | Why The Fed Shouldn’t Cut Rates | Eric Wallerstein |
|---|---|
| Date | 9/4/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $SP500 - Bullish outlook on the S&P 500 with a long-term target of 8,000 by the end of the decade, supported by expectations of increased productivity and economic growth.
- “We have an 8,000 target by the end of the decade” - Eric (55:04)
- “We're more productive today, and we should be more productive for the next few years.” - Eric (55:04)
- 🟢 $GOLD - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $CHINASTOCKS - 🔒
- 🔻 $BONDS - 🔒
- 🔻 $EUROPEANSTOCKS - 🔒