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

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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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
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