Rate Cuts Are Coming. Now What?

With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that affects real estate and the economy as a whole, and we’ll discuss the seemingly closed IPO window and a revised jobs report.

Key Takeaways

• [00:18] - An aura of “mission accomplished” from the Fed
• [05:14] - What happens to real estate prices post-rate cuts?
• [11:30] - What to make of the revised jobs report
• [15:24] - Why has the IPO window closed?
• [22:01] - Our Saints predictions
• [24:22] - How AI and nuclear fusion can shape the future of energy

View Transcript

Links

• Ritholtz: Edge of Rate Cuts: How We Got Here
• Roche: There’s now a clear change in policy directionality
• The Most Unaffordable Housing Market in History
• Grannis: Rate Relief is Coming
• U.S. added 818,000 fewer jobs than thought, adding to concerns about the economy
• WSJ: The IPO Market Gets Cold Feet
• Jason And Travis Kelce Sign Reported $100M Podcast Deal With Amazon’s Wondery
• Forbes: Do You Know What ‘Fusion Power’ Is? If Not, That’s the Beautiful Point
• Dennis Whyte: Nuclear Fusion and the Future of Energy | Lex Fridman Podcast

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.