January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23

Don’t count out a January rate cut, according to one of our guests. He’ll tell us what has to happen for the Fed to pull the trigger, and what it means for the market rally if things don’t pan out that way. Plus, a trillion dollars in commercial real estate loans are set to mature by the end of next year. We’ll speak with one private credit player who says the motto for landlords is “Survive until 2025.” And Tesla’s seeing some real competition from Chinese EV maker BYD, and while shares are shrugging it off today, that may not last.