Will the Fed Cut in December?

In this episode of Macro Mondays, Miguel Rustenwald and Andreas Steno Larsen discuss the current macro landscape, touching on market trends, the upcoming week's events at Real Vision, and potential impacts of geopolitical developments like the Ukraine peace process. They analyze recent market patterns, the Federal Reserve's upcoming December meeting, and the likelihood of rate cuts, also addressing listener questions about liquidity, the UK's upcoming budget, and the potential for Bitcoin's market structure to shift. They also discuss the model portfolio, specifically nuclear and solar energy investments, and the potential impact of an economic slowdown.