Ep. 8: The Fed, The Dollar, and The Return of IPOs

In this episode of Fundamentals Unfiltered, Matt unpacks the Fed’s recent quarter-point rate cut and what it reveals about the central bank’s dual mandate—price stability vs. maximum employment. With inflation still above target and labor markets showing signs of strain, the Fed faces its toughest balancing act yet. Matt also breaks down the resurgence of IPOs, highlighting how today’s offerings differ from the dot-com era and what retail investors should consider around access and risk. We’ll also cover: Stephen Miran’s call for deeper cuts Ed Yardeni’s take on inflation and structural labor shifts Katie Martin’s reporting on dollar weakness and foreign flows Gold’s steady climb as the dollar faces pressure Finally, Matt shares his takeaways from reading Primal Intelligence by Angus Fletcher, exploring how “narrative intelligence” could give investors a psychological edge in an AI-driven world. Stay tuned for insights that connect policy, markets, and mindset—all with an eye on the fundamentals.