The Fed's Dilemma

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This week on TCAF, Josh and Michael were joined by Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discussed what's next for the stock market, what the trade war means for small businesses, foreign capital flows, and the rally in gold. (Listen)

• Interest Rates Go Kablooey | Talk Your Book (Listen)

• The Next Trillion Dollar Stock | What Are Your Thoughts? (Listen)

• So Bearish It’s Bullish | Animal Spirits (Listen)

• What’s the Best Case Trade War Scenario? | Ask the Compound (Listen)

• The Worst Is Still to Come | The Compound and Friends (Listen)

• Derek Thompson Feels Like He is Taking Crazy Pills | Talk Your Book (Listen)

Prior TCAF guest Ryan Detrick, Chief Market Strategist at Carson Group, has a post about four bullish indicators, including the above Zweig Breadth Thrust. Detrick notes the technical setups and the overwhelming negative sentiment, “In conclusion, I am of the opinion the weight of the evidence suggests the lows are in and stocks should trend higher over the coming months.”

The price of gold has done nothing but go up since the middle of 2023. Gold has hit all-time highs in both nominal and real terms. By any technical measure, the price of the shiny metal is overbought. The big move also attracted the attention of Barron’s this weekend. If the high price of gold reflects investors' collective fear (and uncertainty), who knows how that lasts?

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This week on TCAF, Josh and Michael will be joined by Neil Dutta, Partner and Head of Research at Renaissance Macro Research.

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