Navigating Three Rate Cut Projections With Sticky Inflation in 2024

00:00 USLM Returns
02:24 Fed Meeting Thoughts: 3 Rate Cuts for 2024, Inflation
07:00 Loose Financial Conditions, Fed Projections
11:18 QT, Fiscal Deficits
13:30 Longest Yield Curve Inversion in History
16:15 New York Community Bancorp
21:00 Where We Are Finding Opportunities/Positioning
24:00 Buying and Selling for Non-Economic Reasons
32:00 NVDA
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[@johngalt6378]

I remember you both laughed several times about BTC over 2-3 years. Must hurt so much?

[@FocusedCompounding]

Not one bit. It's not what we focus on.

[@cesarfile]

There are hundreds of stocks that have 5x 10x 20x and outperformed BTC. what makes BTC so special?? NVDA has ran circles around BTC too.

[@nonexistent5030]

Lol someone gets bad FOMO