China Stimulus & Fed Cuts: Will It Be Enough? | Jeremy Schwartz

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China’s stimulus and the Fed’s rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations, US elections, and how investors should position themselves. Jeremy also weighs in on geopolitical risks, including conflict escalation in the Middle East and tensions involving Taiwan, and explains why he likes commodities like oil to hedge them.

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Chapters:

1:17 - China Stimulus & Market Reaction

4:31 - Why Jeremy’s Team At WisdomTree Are Skeptical About China’s Stimulus

5:24 - China’s $113 Billion Equity Support & Geopolitical Concerns

8:33 - US Economic Growth & Fed Rate Cuts

10:39 - Money Supply, Inflation, and the Fed’s Policy Challenges

14:22 - Is the US Headed for a Recession?

15:39 - Global Impact of US and China Economic Policies

18:32 - Market Outlook: S&P 500, Valuations & Small Caps

21:29 - Tech Sector Valuations: Is This Another Bubble?

26:03 - Small Caps vs. Large Caps

27:41 - Corporate Earnings & Consumer Weakness

30:15 - Interest Rates & Yield Curve Discussion

32:50 - Commodities as Portfolio Hedges

35:25 - Economic Outlook for 2025 & Geopolitical Risks

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