Markets have rallied almost 11 percent in November, in part on expectations that the Fed is done raising rates. Today on the show, we look at the Fed’s likely pause and how investors are responding. Also we go long Goldman Sachs CEO David Solomon as a DJ. And we make a daring neutral call on the future.

Links:

Can David Solomon DJ? An investigation

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Read a transcript of this episode on FT.com

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Have rates peaked? 17:55 Share

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Shownotes Transcript

Have rates peaked?