PODCAST: All Eyes on the Fed

In this segment, we dive into the Federal Reserve showdown, the political pressure, and the market expectations for interest rate cuts. Topics include:

• President Trump pushing for a drastic 300-basis-point slash to interest rates
• Powell and the FOMC sticking to a cautious, “data-dependent” approach
• My forecast: 75 bps of cuts by year-end, starting with a September move
• Politics vs. policy: Trump’s pressure campaign on the Fed’s “independence”
• Why the Fed has been slow to cut: tariffs, sticky services inflation, credibility
• Jackson Hole Meeting and September FOMC meeting expectations

From stocks to crypto and precious metals, Jerry Robinson unpacks the latest market actions, trends, and opportunities. Markets covered include:

• S&P 500 (U.S. stocks)
• Tech-heavy NASDAQ 100
• Volatility
• Gold & Gold Miners
• Silver
• U.S. Dollar Index
• Chinese Stocks
• Bitcoin
• Ethereum
• and more!
• Members: View Jerry’s latest charts
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Jerry closes out today’s show with a summary of key takeaways and a sobering quote from Benjamin Graham. Key takeaways include:

• Expect 3 rate cuts by year-end totaling 75 bps, starting in September
• Federal Reserve Chair Powell likely neutral at Jackson Hole, defending Fed independence
• Stocks near highs but volatility creeping back—sector rotation underway
• Bitcoin and Ethereum consolidating—key levels in play
• The biggest investor risk is emotional, not political