Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

In this episode of Forward Guidance, Felix, Quinn, and Tyler analyze the recent Fed meeting, highlighting the unexpected dovish pivot despite strong economic indicators. They discuss the implications of potential rate cuts, the strength of the labor market, and the surprising resilience of retail sales. The conversation explores the potential for a U.S. outperformance driven by these policies, the impact on different asset classes like small caps and gold, and the increasing divergence between short-term rate expectations and inflation. They also touch on market structure issues, the rise of private credit, and the generational divide in economic benefits, ultimately emphasizing the need to adapt investment strategies to the current environment.