Macro Mondays EP8: Rate cuts! Ai hype train! Yields! Utilities, bonds and gold climbing and MORE!

In this episode of Macro Mondays, Charlie talks about: The potential effects of this week’s rate cut. The yield curve starting to un-invert. OracleCEO Larry Ellison jumping onboard the Ai hype train. Issues arising in the banking industry. Utilities, Bonds and Gold all climbing. The bond marketing front-running the Federal Reserve. The current market multiples and more!!!

• 00:00 Intro.
• 00:08 Impacts of this weeks rate cut.
• 01:19 Yield Curve.
• 02:00 Oracle CEO joins Ai Hype Train.
• 03:28 Rumbles in the Banking Industry.
• 05:20 Utilities, Bonds and Gold.
• 07:25 Bond Market front-running Federal Reserve
• 09:12 China closing in on deflation
• 10:38 Current Market Multiples
• 12:50 Disclaimer

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