As is becoming a tradition, Soar Financial's Kai Hoffmann and I discussed the results of the latest Fed action, in depth.

Timestamps (AI generated):

00:00 – Intro & Fed’s 25bps Cut
00:46 – Markets Whipsaw on the News
02:20 – Dot Plot Surprises & Trump Factor
04:05 – Powell’s Contradictory Messaging
05:14 – Labor vs. Inflation Mandate
06:01 – “Stagflation” Without Saying It
08:03 – Balance Sheet Tightening Explained
10:26 – Managing Market Confidence
12:23 – Powell’s Nervous Start
14:03 – Unemployment Data Concerns
16:00 – Inflation Projections vs. Rate Cuts
18:16 – Will There Be More Cuts in 2025?
20:17 – Dollar Under the Bus?
21:46 – Why This Is Bullish for Gold
23:09 – Central Bank Gold Buying
25:16 – Long-Term Gold Outlook
27:11 – Tariffs & Persistent Inflation
30:29 – De-globalization Costs
32:02 – Real Assets & Commodities Supercycle
33:54 – Fed Politics & Jumbo Cuts
36:15 – Retail Sales & Consumer Data
38:07 – Fed Trapped in a No-Win Scenario
41:05 – Audience Q&A: New Monetary System?
44:14 – Crypto & Stablecoin Regulation
46:21 – Barrick Gold Discovery Impact
49:18 – Outlook for Rest of 2025
52:15 – Commodity Supercycle & Uranium
53:56 – Closing Thoughts & Key Takeaways