Fed Rate Cut: What Will Happen to Markets?

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Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?

Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.

- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?

We discuss all this and more with Macro Alf, one of the top minds in macro out there.

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✨ Mint the episode on Zora ✨

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TIMESTAMPS

0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven’t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren’s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts

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RESOURCES

Maro Alf

Alf's Institutional Research Free Trial

The MacroCompass

Monetary Plumbing Chart

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Not financial or tax advice. See our investment disclosures here:

[GREGG-]

Hi! I'm an Indian looking to start investing in the US stock market with $88k. Should I focus on index funds or individual stocks? Also, any tips on handling currency exchange rates? Thanks!

[xiartist]

Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[MatthewMcmullen-iopd]

I could listen to this guy talk about economics all day in his Italian accent.

[eddiebeer]

Great interview. As far as the Fed cutting rates or not, there is a narrative I would like to point out. The Fed may WANT to crash the markets.

[Bahne-kt]

Hey do you have a referral link for bahne AI airdrop?

[BluegrassStoic]

What do you think of the assertion that we've already been in a recession for the last year, or that there's always a rolling recession somewhere in the economy? Mainly I wonder if this would lessen the magnitude of the recession if and when it comes.

[nfranceschina]

really cleared some questions in my mind that have been rattling around for a long time... like "who cares if they raise interest rates, most people have fixed but NOT IN 2008! everyone was gambling with variable-rate because "home prices are always going to go up!" geez... now I have to go watch The Big Short again :)

[GRumpyonekinobi]

Ryans a great interviewer. I like hearing from Alf.

[dodoboy]

Nice interview. Very insightful and helpful.

[carlosroberson]

Fam sounds like the bad guy on Die Hard with A Vengeance lol

[siddhartha---u]

love to see him on once a qtr...esp. in this time of big change

[beautifulpeoplealways]

The Fed's talk of interest rate cut leaves me pondering what stocks/crypto to buy now and when do I sell? I'm unsure how to properly allocate my money to achieve an optimal portfolio in this present economy, my goal is $3m for retirement.

[deltacodealpha]

/b When someone on your show says crypto doesn't have cashflows. come on guys, I wish you would say but ETH does, or USDC does. Don't let those gems go unanswered

[ayeshashehzadi-jz]

Mega Dice Token's a thrill, balance it with some stable assets! 🎰🏦

[Penetratosaurus]

Amazing crossover. I freakin' love Alf and the Macro Trading Floor

[mus]

imagine bringing a bond market guy to a crypto show... these guys don't know crypto

[MrsAwais-ht]

Crypto All Stars' blockchain-based ticketing system could disrupt the event industry. 🎫🌟

[Rawsavon]

David: "Have we held interest rates at record high levels for too long..."

Bruh...
If you expand your timeline beyond this most recent "blip", interest rates are still very low. Just talk to any boomers out there about rates throughout their lifetime.

[vicmarc]

WE MUST build a new currency - detached from USD. Bitcoin is a great universal collateral from which to build. That FED has this much control over USD is insane. New currency would be built on TRUE Free Markets, high interest rates if the market demands it. USD needs HIGHER rates, not lower! 12% mortgage is historic average.

[drer]

Gold in a recession, seriously! Because it's done so well in the past. No thanks, I'll stick with Bitcoin.