Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang

This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!
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Timestamps:
00:00 Introduction
01:14 FOMC Meeting Takeaways
10:30 The U.S Labour Market
12:56 Mantra Ad
14:05 Stocks Will Continue To Crush Bonds In 2024
16:43 Rate Cuts Are Coming... And It's Bullish
19:51 Gold, Commodities & Bitcoin
23:45 Crypto's Wealth Effect
27:55 Is There A Bear Case For Equities?
30:14 Permissionless Ad
30:52 Monetary Plumbing & The QT Taper
34:32 Presidential Elections & Their Impact On Markets
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


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