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Eric and Matt share insights on the market's performance through the third quarter of 2024, highlighting the S&P rising by 6% and a significant 50 basis point rate cut by the Federal Reserve, the first since the pandemic. Eric reflects on market sentiment and the complexities of predicting Fed actions, addressing the contrasts between past and present credit cycles, and emphasizing the importance of leverage awareness. They also delve into the impact of fiscal stimulus, wage inflation, and private market trends, while considering potential risks like inflation resurgence and government debt levels. Lastly, the conversation touches on the private markets, their growth, and the role of corporate credit and gives perspective on potential election volatility for next quarter.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:23) Fed Rate Cuts and Market Reactions
(00:01:32) Leverage and Market Dynamics
(00:03:07) Fiscal Stimulus and Wage Inflation
(00:06:14) Global Economic Trends and Risks
(00:11:04) Fed Policies and Historical Perspectives
(00:16:06) Inflation Concerns and Market Implications
(00:19:34) Investor Strategies and Fed Data Analysis
(00:23:17) Fed's Easing Cycle: Market Reactions
(00:23:33) Election Volatility and Market Expectations
(00:24:08) Split Government and Market Stability
(00:27:45) Corporate Credit Spreads and Economic Indicators
(00:34:17) Private Markets and Investment Trends
(00:41:01) Sports Betting and Market Regulation
(00:44:02) Predictions
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This week again, I’m again on the other side of the mic, as I’m interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appeared on the Investing in Startups podcast hosted by Joe, which I highly recommend you check out. Please enjoy this conversation with Joe Magyer.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:19) Overview of Canopy Capital
(00:00:44) The Evolution of Asset Management
(00:01:54) The Importance of Tax Individualized Investing
(00:02:44) Starting the Podcast Journey
(00:03:16) Crypto: From Skepticism to Interest
(00:04:18) Exploring Various Asset Classes
(00:06:08) Challenges and Rewards of Podcasting
(00:11:12) Competitiveness in Different Asset Classes
(00:16:38) Insights on Venture Capital
(00:22:59) Building a Venture-Backed Company
(00:24:18) The Founder’s Dilemma: Risk and Innovation
(00:25:17) A Career at Fidelity: Reflections and Decisions
(00:27:17) The Transition: From Intrapreneur to Entrepreneur
(00:30:21) Market Insights: The Fed and Economic Cycles
(00:36:27) Investment Strategies: Observing and Predicting
(00:39:40) Web3 and Crypto: Future Prospects
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