Podcast: The Fed Won't Cut Rates Aggressively Until the Economy

It this week's edition, we spend a lot of time talking about why investors should be careful about assuming that the Fed will cut aggressively (at all) going forward. So, they shouldn't be using it as a reason to think stocks will push a lot higher. The Fed does not get aggressive until the market has already fallen in a significant way......Also, we touch on what we think can outperform over the coming weeks.