Superb content. Really enjoyed the chat. And the ling term look back was great to hear you both chatting about. From memory I believe you've had Marry Ellen on before for a chat. Would really enjoy hearing you both again as she's very insightful also. Keep up the great work 👍
I hear a lot of people like Tom saying interest rates are expected to fall 2025, but Expectation for Rising Rates (ticker EQRR) keeps rising. How do you explain that?
Good conversation but a mention about the potential for trump rate cuts by a trump appointed chairman of federal reserve is the elephant in the room that needs to be talked about. These cuts would be politically motivated rather than for economic or fundamental reasons. The market could be currently pricing that in. Such cuts are potentially damaging to the future economy and markets but this administration will be motivated by short term political and self serving actions only.
The president does not make rate cuts, the independent Federal Reserve does so! Would agree that the markets are basically priced for perfection here... D
The reality with market corrections is that the market has ALWAYS come back to move to new all-time highs. The question is how much of that pullback can you handle?..... D
Two of my favorite people together again!
100% agree with you. Tom and Dave are best of the best
Tom's awesome, what a great resource for market wisdom, also a genuinely kind and generous human being D
Thx guys. The real Dream Team
Appreciate that! Fun convo D
Great show.
Thanks so much! Tom is awesome. D
Great interview and Tom Bowley is the best! Thanks for putting this together.
Tom is awesome! D
I enjoyed your conversation with Tom and the longer format allows you to go into more depth with Tom
Loving the longer format as well! Way less rushed. Glad you enjoyed this one D
Superb content. Really enjoyed the chat. And the ling term look back was great to hear you both chatting about.
From memory I believe you've had Marry Ellen on before for a chat. Would really enjoy hearing you both again as she's very insightful also.
Keep up the great work 👍
Mary Ellen is fantastic and will definitely get her back on the show D
Great video guys. Tom, since your'e also fundamentals based what do you think about Tesla valuation and their fundamentals outlook for 2025. 😊
Great question and will make sure Tom sees this D
@DKellerCMT Thanks David 👍
I hear a lot of people like Tom saying interest rates are expected to fall 2025, but Expectation for Rising Rates (ticker EQRR) keeps rising. How do you explain that?
Great question and added to the mailbag! D
Good conversation but a mention about the potential for trump rate cuts by a trump appointed chairman of federal reserve is the elephant in the room that needs to be talked about. These cuts would be politically motivated rather than for economic or fundamental reasons. The market could be currently pricing that in. Such cuts are potentially damaging to the future economy and markets but this administration will be motivated by short term political and self serving actions only.
The president does not make rate cuts, the independent Federal Reserve does so! Would agree that the markets are basically priced for perfection here... D
I have compassion with people including COVID crash inside secular bull trend....and wondering how he protects his pnl...
The reality with market corrections is that the market has ALWAYS come back to move to new all-time highs. The question is how much of that pullback can you handle?..... D
dave you made mistake not only 2013. in 2023 you were bearish too.
I have made many mistakes and will make many more! Hope to learn from all of them D