This episode is all about where we are vs. where we thought we’d be as we near halftime of 2024. Are we surprised by no rate cuts? Could a bullish real estate environment be on the horizon? Why isn’t there more news/outcry over the bond markets? We’ll look back to answer these questions and look ahead to the buzz of big sporting events and elections coming soon.
Key Takeaways
[00:17] - Looking back at the first half of 2024
[07:04] - They will they/won’t they rate cut convo
[12:50] - The real estate sector needs rate cuts
[15:49] - Why hasn’t there been more outcry over bonds?
[19:24] - An update on private equity and venture capitalism
[24:40] - Summer heats up with sporting events and elections on the horizon
[29:00] - Projecting where we finish the year
View Transcript
Links
Detrick: Could the Fed really cut with stocks at all-time highs? Yes is the answer.
Roche: It’s time to cut rates
CME FedWatch Tool
iShares 20+ Year Treasury Bond ETF (TLT)
Pensions piled into private equity. Now they can’t get out.
Election betting odds
Breaking spaghetti and record fast goals at the Euros
Connect with our hosts
Doug Stokes
Greg Stokes
Stokes Family Office
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