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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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The Fed’s rate cut is shaking up markets — but not every sector reacts the same.
In this episode, we take the 6 biggest macrotrends from the current rate environment and dig into real stock and ETF ideas that could benefit most.
We cover:
🏗️ Manufacturing & Construction plays with upside potential
🏢 REITs & commercial real estate names that could pop
💻 Tech & growth stocks primed for a comeback
🛍️ Retail, hospitality, and dividend sleepers
🏦 BDCs, mREITs, and financials — who’s still safe, who’s not
📊 Plus: The yield monsters quietly compounding behind the scenes
If you want tickers, yields, and real-world context — not just Fed-speak and forecasts — this episode is for you.
Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.
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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.
Episode music was created using Loudly.
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