#1004 - Can Rates Come down Before the Economy Hits a Wall? | With Ben Miller
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 28 March 2024
⏱️ 42 minutes
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| 0:00.0 | And rates come down before the economy hits a wall. Hi everyone, welcome to the Rail Vision Daily Briefing |
| 0:14.4 | with me today is Ben Miller founder of Funrise. |
| 0:18.0 | Hi Ben, it's great to have you back on with us. |
| 0:20.3 | Yeah, thanks for having me. |
| 0:21.9 | So not a whole lot of movement today. |
| 0:25.9 | Stocks were kind of flat. |
| 0:28.2 | Even with the Wables this week, |
| 0:29.6 | though, S&B putting in its best Q1 since 2019, but it seems like a lot of people wondering if that can continue. |
| 0:35.4 | But we did have crypto up, gold up the dollar up, and interestingly, Banyolds also were moving |
| 0:41.3 | higher ahead of the PCE inflation reading on Friday. Of course, that's going to hit when a lot of market participants are out for the Easter holiday. But Ben we wanted to maybe like pull the lens back a little bit because there's been a consistent theme that's emerged. I would really say just in our conversations recently, sort of, you know, maybe last week, |
| 1:02.9 | definitely this week, and that is the risk |
| 1:05.5 | that maybe the Fed doesn't ease this year at all |
| 1:08.8 | and that US rates are headed higher, not lower. |
| 1:12.6 | You know, and if that's the case, |
| 1:14.6 | what does that mean and it doesn't seem like the market's ready for that? |
| 1:17.6 | And I know that you've been thinking about this a lot. |
| 1:21.6 | I wanted to ask you about it because of your unique perspective, you know, given that you |
| 1:26.7 | invest in the commercial real estate market and tech, you know, you're sort of on both sides of |
| 1:31.1 | markets that would be really impacted by that. |
| 1:33.7 | And then in the lead up to today, |
| 1:35.5 | you shared this amazing deck that you sent us. |
| 1:39.2 | And we just thought maybe as a treat, |
... |
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