Published On Streamed live on May 3, 2024
Cullen Roche, founder and CIO of Discipline Funds, joins Maggie Lake to discuss the market reaction to today's jobs data, renewed expectations for rate cuts moving forward, and the bond market response.
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#financialmarkets #macro #realvision #inflation #thefed #ratecuts #intrestrate #markets #fomc
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00:00 - Intro
01:50 - Cullen's Investment Approach
03:15 - Bonds
07:05 - Marekt's Reaction To Today's Job Data
08:40 - Rate Expectations
14:00 - Breaking Down The Economic Data
21:15 - Where Do You See Opportunity
23:40 - How AI Can Play a Part of Your Portfolio
27:20 - Bitcoin & Crypto
31:50 - The Role Of Gold In This Environment
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