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Asset Allocation and Market Correlations
episode icon On The Margin
Why The Fed Shouldn’t Cut Rates | Eric Wallerstein
In this episode, Eric Wallerstein joins the show to ... more
Sep 4 2024 57m
Asset Allocation and Market Correlations
Chapter 1 1 min
Eric's Background
Chapter 2 5 mins
The Labor Market Is Okay
Chapter 3 2 mins
Why The Fed Is So Dovish
Chapter 4 3 mins
Consumer Savings
Chapter 5 2 mins
Real Wages
Chapter 6 3 mins
Labor Productivity
Chapter 7 3 mins
Breaking Down GDP
Chapter 8 2 mins
Economic Big Picture
Chapter 9 38 sec
Mantra Ad
Chapter 10 2 mins
Risks To The Consumer
Chapter 11 3 mins
The Fed Doesn't Need To Cut
Chapter 12 3 mins
Private Credit Markets
Chapter 13 2 mins
The Fed Supporting Credit Markets
Chapter 14 2 mins
Bond Markets
Chapter 15 2 mins
Stock & Bond Correlations
Chapter 16 2 mins
Rethinking Asset Allocation
Chapter 17 39 sec
Permissionless Ad
Chapter 18 2 mins
Global Markets & The Carry Trade Unwind
Chapter 19 2 mins
Chinese Economy
Chapter 20 3 mins
Europe Doesn't Issue Debt
Chapter 21 2 mins
Key Takeaways
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