Podcast: Lower Interest Rates are actually (frequently) Negative for the Stock Market

In this week's episode, we discuss how the history of the past 25 years shows that a meaningful drop in interest rates usually signals an outside slowdown in growth. That in turn, is negative for the stock market, NOT positive. Now that the employment picture is deteriorating, the economic outlook is becoming more important than AI...especially since the ROI on AI spending continues to be very poor.