The Exchange

The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24

Jan 29, 2024
The podcast discusses the mistake of not cutting rates, North Carolina's cutting coverage for obesity drugs, and the potential demand for commercial real estate due to Red Sea disruptions.
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Episode notes
1
Introduction
00:00 • 3min
2
Upcoming Earnings Reports and Federal Reserve's Decision on Interest Rates
02:35 • 8min
3
The Fed's Timeline and Potential Consequences of Rate Cuts
10:44 • 4min
4
The Impact of Changes in Obesity Coverage in North Carolina
14:35 • 6min
5
Investment in once a day product, under the radar names, Alphabet shares, and market movers
20:56 • 2min
6
Commercial Real Estate Debt and Market Outlook
22:40 • 20min
7
Focusing on High Margin Brands and UPS Opportunities
42:47 • 3min