You Don’t Want a 50 Basis Point Rate Cut - They Always Mean Recession

Описание: On this episode of What Did We Learn, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more!

This episode is sponsored by Vanguard. Learn more at: https://www.vanguard.com/audio

00:00 - Intro
01:45 - The Fed and Rate Cuts
11:10 - Earnings and The Mag 7
34:18 - Sectors

For more from Nick and Jessica, check out the DataTrek YouTube channel: ‪@NickColasandJessicaRabe‬

And to learn more about DataTrek Research, visit the homepage here:
https://datatrekresearch.com/

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