We discuss the fluid situation in the Middle East, its impact on oil, and, ultimately, its importance as a key stumbling block on the Fed’s path to 2% inflation. The changing expectations regarding Fed rate cuts and how those should (theoretically) affect valuations for stocks are also key topics, as are some of the recent divergences in the historical relationships between things like gold and real rates.

Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Will and Adam discuss the potential for broader equity market participation, as well as the strange dynamics affecting the smaller cap indices. We also deconstruct the latest Fed minutes, and what the Fed’s changing stance on inflation may mean for interest rates, stocks, risk, and housing. Finally, we explore whether one can forge their own signature, if plant-based mashed potatoes is redundant, and the merits of Kenny Rogers’ “good food quickly” approach to chicken.

Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

In episode 66, Will and Adam discuss the Fed’s shifting stance on its inflation target and the implications for consumers and markets. We also examine the diverging fortunes of the Magnificent Seven and compare today’s market conditions with those of the early 2022 peak as well as the 2000 peak.

Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.