What Grade Would You Give the Fed?

 

J.D. Durkin sits down with Chris Versace, Chief Investment Officer at Tematica Research. This interview was recorded at the New York Stock Exchange on Wednesday, June 26, 2024.

Topics include:

  • Are the markets still in good shape if the Fed doesn’t cut rates this year?
  • How can we expect the market to react to the Presidential election?
  • How should you position EVs in your portfolio given Trump’s history of criticism?
  • What company would you add to the Mag 7 to make it the Elite 8?
  • Chris' trip to Aruba, because why not

Related: Fed Watch: At the Midway Point