There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!
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Timestamps:
00:00 Introduction
01:00 The Fed's Already Got Their Soft Landing
08:14 The Economy Is Slowing
11:34 Mantra Ad
12:44 When Will The Fed Cut Rates?
17:15 How To Make Macro Actionable
29:15 Permissionless Ad
29:54 The U.S Fiscal Dilemma
32:18 Can Stocks Continue To Rally In 2024?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.