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Is Jerome Powell Lucky or Good? — ft. Robert Armstrong | Prof G Markets

This week on Prof G Markets, Scott and Ed open the show by discussing Qualcomm’s potential acquisition of Intel, Nike’s new CEO, and Microsoft’s deal with Constellation to re-open Three Mile Island. Then Robert Armstrong, US financial commentator for the Financial Times, joins the show to discuss the Fed’s interest rate decision. He explains why he wasn’t surprised about the Fed’s 50 basis point cut and why he thinks the Fed’s optimistic view on inflation is justified. Finally, he breaks down Intel’s fall from grace and gives his perspective on Trump and Harris’ economic plans. Order Algebra of Wealth now! https://www.amazon.com/Algebra-Wealth... Timestamps: 00:00 - Today's number 00:21 - Today's episode 03:01 - Headlines 16:45 - Break 17:03 - Is Jerome Powell Lucky or Good? — ft. Robert Armstrong 17:13 - Has anyone ever told you that you sound like Neil deGrasse Tyson? 18:09 - What is your reaction to the Fed’s rate cut? 19:26 - What do you think was the reasoning for a 50 basis point cut? 20:58 - What do you think of the Fed’s optimistic view on inflation? 22:32 - Who are the winners and losers of the rate cutting cycle over the next 12-24 months? 23:19 - As rates come down, are REITs potentially a buying opportunity? 26:39 - Can you break down the argument for why small or mid cap stocks might perform better in this environment? Why are you skeptical? 30:01 - Why have you been asking the question: is Jerome Powell lucky or good? What do you think the answer is? 33:18 - If it’s true that rate cuts don’t have that much of an impact on the economy, are we obsessing too much about them? 35:40 - Break 35:56 - What are your thoughts on Intel’s fall from grace? 38:28 - Do you think we’re on the precipice of a rotation back into emerging markets returns? 41:50 - Isn’t there a thesis that all asset classes are cyclical? 43:46 - Do you think there’s a chance that with a decline in interest rates we’ll also see a decline in housing prices? 46:31 - What kind of stories are the Presidential candidates telling about their economic policies? Subscribe to The Prof G Pod on Spotify https://open.spotify.com/show/5Ob5psT... Want more Prof G? Check out everything we're up to at https://profgmedia.com/ Headlines: Qualcomm Approached Intel About a Takeover in Recent Days https://www.wsj.com/business/deals/qu... Nike Stock Runs To Best Day Of 2024 As Wall Street Reacts To CEO Change Amid Slump https://www.forbes.com/sites/dereksau... Three Mile Island is reopening and selling its power to Microsoft https://www.cnn.com/2024/09/20/energy... #business #news #tech #finance #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #investmentstrategies #investment #investing #robertarmstrong #jeromepolin #qualcomm #intel #nike #microsoft #constellation #threemileisland #financialtimes #ratecut #donaldtrump #kamalaharris #trumpvsharris