September Rate Cuts: Was The Timing Right? | The War Room
Subscribe to the Rich Report, our weekly newsletter, curated by Carson Rich, that comes out every Monday: https://resources.intentionalownership.com/richreportThe Fed finally cut rates on September 17th — but what does that mean for jobs, inflation, and the markets? In this week’s War Room, the IOWN Investment Team dives into: the Fed’s timing, unemployment concerns, Nvidia’s $100B AI push, Coinbase’s new lending feature, Palestine’s recognition on the world stage, Apple’s live translation AirPods, and even Walmart drone delivery.This conversation is for educational purposes only. It is not investment advice. Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.⏱️ Timestamps00:00 – Fed cuts rates: why now, and what’s next?02:00 – Rising unemployment and job creation breakeven metrics04:00 – Concerns over stagflation and late Fed action06:00 – Manufacturing, tariffs, and trade policy pressures08:00 – Immigration, unemployment, and economic impacts10:00 – How data can mislead: head fakes vs. real signals13:00 – Mortgage rates: perspective on historical averages16:00 – Nvidia invests $100B in OpenAI + Intel stake18:00 – From chipmaker to AI ecosystem influencer20:00 – Is AI growth another tech bubble?22:00 – Comparing today’s AI boom with 1999’s dot-com era24:00 – Why some investors quietly welcome recessions26:00 – Digital assets: Amex blockchain “passport stamps”28:00 – NFTs, loyalty, and the future of consumer engagement30:00 – Coinbase launches Bitcoin-backed lending & borrowing32:00 – Implications of crypto loans for investors & banks33:00 – Geopolitics: allies recognizing Palestine as a state36:00 – Implications for U.S., Israel, and global alliances37:00 – Good news: Apple AirPods with live translation40:00 – Real-world use cases: tourism, classrooms, business43:00 – Walmart drone delivery: innovation or distraction?45:00 – Wrap-up & The Rich Report invitationInvestment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. References to political figures, parties, or policy debates are provided solely for context on market or economic factors and do not reflect any endorsement or political position by Paradiem. Cryptoassets, including Bitcoin, stablecoins, and tokenized assets, are highly volatile, speculative, and subject to significant regulatory, market, and technological risks. They may not be appropriate for all investors and could result in substantial losses. Any references to cryptoassets are for educational purposes only and should not be construed as a recommendation to buy, sell, or hold any security or digital asset. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.
