Today’s episode is called “2nd Half Jitters” where we discuss the absence of peak inflation, the meteoric rise in mortgage rates, the compression of PE ratios, and the Growth/Value cycle. Is the Fed on the brink of finally decreasing demand as desired or is the consumer not going to cooperate and just keep spending?
Tune in as we discuss that and more.
Today’s episode is called “2nd Half Jitters” where we discuss the absence of peak inflation, the meteoric rise in mortgage rates, the compression of PE ratios, and the Growth/Value cycle. Is the Fed on the brink of finally decreasing demand as desired or is the consumer not going to cooperate and just keep spending?
Tune in as we discuss that and more.