Is Goldman Sachs Right About the Fed Rate Cut Forecast?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 14 May 2026
⏱️ 42 minutes
🧾️ Download transcript
Summary
Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.
Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.9 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:40.3 | This is our Wednesday, May 13th, 2026 edition of InvestTalk. |
| 0:44.9 | And I'm excited for today's show. |
| 0:46.8 | It's going to be a good one. |
| 0:48.4 | We're going to do our best to help you become a better investor, answer your finance |
| 0:51.5 | and investment questions, bring you some topics that are |
| 0:54.6 | important or we think are important to you. But most importantly, like I said, it's just about |
| 0:59.7 | you and your journey. That's what the show is about and a lot to talk about during this hour. |
| 1:07.1 | And in just a bit, we'll talk about today's market performance and run down the show topics, as usual. |
| 1:12.0 | But first, let's tackle this first call a question now. |
| 1:14.8 | I had a question on G-L-N-G. |
| 1:18.8 | I've seen multiple reports and some really like it and some not so much. |
| 1:24.1 | It's done well lately. |
| 1:25.5 | It's an LNG stocked with storage and export. |
| 1:29.3 | That was my question. This is John from Fresno. Thank you. |
| 1:35.2 | Okay, Golong owns and operates, lify natural gas carriers, floating storage, and regasification units. |
| 1:43.0 | So not the terminals, but the ships that actually you load the LNG onto and take it to its |
| 1:53.3 | destination. |
| 1:54.7 | As you would imagine, their businesses of late is doing pretty well. |
... |
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