Street Check Podcast Notes

Hosts Introduction

• Chris Preston and Brad Simmerman
• Part of Cat Wealth Network

Opening Discussion: 80s and 90s Nostalgia in Films

• Films mentioned: Beetlejuice, Twisters, Bad Boys, Ghostbusters, Alien, Garfield
• Discussing nostalgia and watching these films with their kids
• Nostalgia as a significant trend in current pop culture

Main Topics

1. Federal Reserve Rate Cuts

• Recent 50 basis point cut by the Fed
• Expectation of further rate cuts this year and possibly next year
• Institutional investors might pull cash off the sidelines due to lower cash yields
• Discussion of how rate cuts affect pension funds and investment strategies
• Historical context of rate cuts and their market impact

2. Small Caps

• Historical underperformance of small caps compared to large caps
• Recent uptick in small cap performance
• Small caps tend to outperform three out of every five years
• Potential for significant growth in small caps similar to the mid-90s

3. Market Bottom and Seasonal Trends

• Market's history of bottoming in October
• Discussion on whether the recent rate cut marks the market bottom
• Seasonal patterns and election impact on market performance

Featured Segment: Future Topics to Watch

1. Space and Moonshots

• Increased interest in space-related investments
• Potential for speculative technology investments in a more favorable environment
• Mention of companies such as Rocket Labs, Intuitive Machines, and Space Mobile

2. Jobs

• Jobs as a potential concern for market bears
• Current shifts in employment across sectors
• Possible sector-by-sector rolling weakness or recovery

3. Real Estate

• Impact of rate cuts on mortgage rates and the housing market
• Home builders potentially first to benefit from lower rates
• Historical performance of homebuilder stocks during past rate cut cycles

4. Bitcoin

• Bitcoin as a bull market play
• Discussion on Bitcoin's correlation with market trends
• Potential for Bitcoin to reach new highs in response to market rally

5. Election

• Election cycle as a source of market uncertainty
• Historical trends of market performance pre and post-election
• Potential impact of election results on market dynamics

Closing Remarks

• Encouragement to like and subscribe to the podcast
• Invitation for audience feedback and theme suggestions

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These notes summarize the key discussions and themes from the episode, providing a reference for understanding the potential market impacts of current events as discussed by the hosts.