About this episode
Frank Holland and the Investment Committee discuss their rate cut playbook following Fed Chair Jerome Powell’s comments laying the groundwork for coming rate cuts. Plus, the desk share their latest portfolio moves. And later, Steve Liesman joins us with Chicago Fed President Austan Goolsbee to discuss the Fed, rate cuts and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.