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Podcast: Inflection Point
Episode: On the Margin: Why The Fed Shouldn’t Cut Rates | Eric Wallerstein
Description: In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy!–Follow Eric Wallerstein: https://x.com/ericwallersteinYardeni QuickTakes: https://www.yardeniquicktakes.com/Follow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin–MA...