Episode Details
| Title | Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot |
|---|---|
| Date | 11/8/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $EQUITIES - Equities are expected to perform well in an environment of easy monetary and fiscal policy, with the current market bubble likely to persist until there's a meaningful tightening of financial conditions by central banks.
- “Stocks and gold typically will do well in that sort of environment, and bonds will not do well in that sort of environment on a relative basis.” - Bob (44:13)
- “If you look back through time, and I've spent more time studying more bubbles than I'd recommend anyone do in their entire life, bubbles persist until there is a meaningful tightening of financial conditions, typically by the central bank.” - Bob (50:50)
- 🟢 $GOLD - 🔒
- 🟢 $GLOBEASE - 🔒
Bearish:
- 🔻 $BONDS - 🔒
- 🔻 $CREDITRISK - 🔒
- 🔻 $FXCARRY - 🔒