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There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy! -- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On The Margin:   / onthemarginpod   Follow Blockworks:   / blockworks_   Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissio... -- Timestamps: 00:00 Introduction 01:00 The Fed's Already Got Their Soft Landing 08:14 The Economy Is Slowing 11:34 Mantra Ad 12:44 When Will The Fed Cut Rates? 17:15 How To Make Macro Actionable 29:15 Permissionless Ad 29:54 The U.S Fiscal Dilemma 32:18 Can Stocks Continue To Rally In 2024? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.