Originally released November 4, 2025 · 01:13:20
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From the original episode description
This week on the Trading Justice Podcast, the Justice boys are back breaking down a loaded market landscape. The Fed finally signaled its first rate cut, sparking debate on what comes next for inflation, labor, and policy into year-end. Meanwhile, earnings season is winding down strong, with blended EPS growth pushing higher and the mega-caps once again doing the heavy lifting. Matt, Mark, and Tim dissect how the rate cut reshapes the macro backdrop, why the market’s been struggling to hold a bid, and where traders should be focusing their attention heading into November’s final stretch.
In this episode
The episode’s Fed-policy discussion
Earnings growth and mega-cap leadership
Market weakness and the macro backdrop into November
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This is an archived episode. Market conditions and references reflect its original release date.
