Anderson capital management. Thanks so much for joining us, good to see you. Youre welcome. Maria so are you surprised . It was a week of mario versus jay. The European Central bank talking about more stimulus on the way, you had jay powell and all of the speculation that were going to see lower rates now for some time hate arer on in the year as well. Whats your take on the broad economic backdrop and whether or not we should actually see it erased . Well, you know, maria, i am dead set against rate cuts. I think that the reasons that are being floated out there for rate cuts are kind of baffling to me, actually. It seems to be more focused on the tariff and trade war, which i think is way outside the feds agenda in terms of keeping unemployment low and inflation low. We hardly have any inflation. So i think that is a terribly misdirected initiative in the their narrative right now. Maria especially since youve got unemployment at a 51year low, were going to talk with Steve Schwartzma
[ bird caws ] im jamie colby, heading toward the garden state parkway. Im meeting a couple of jersey boys who had an old painting in the basement. Could it really be a rembrandt . Think youre heard a stranger inheritance story . Forget about it im ned landau. Neither i, nor my brothers, roger, and steven, had any idea that our mother had left us something so valuable. Neither did the auction guy up the highway. But people around the world were watching. Hi. How are you guys . Im jamie. Hi, jamie. E to new jersey. Thanks for coming out on such a rainy day. Ned, steven, and roger landau grew up here in north jersey, just outside of new york city. Two parents, three boys, on a street where theres lots of other kids. Our father had a small chemical company. They made coatings and industrial finishes. Three boys cant be easy for your mom. What was she like . She was an expert yoga professional, and this was well before yoga was a thing. My mother was almost like a flower child. Lyla landau
Anderson capital management. Thanks so much for joining us, good to see you. Youre welcome. Maria so are you surprised . It was a week of mario versus jay. The European Central bank talking about more stimulus on the way, you had jay powell and all of the speculation that were going to see lower rates now for some time hate arer on in the year as well. Whats your take on the broad economic backdrop and whether or not we should actually see it erased . Well, you know, maria, i am dead set against rate cuts. I think that the reasons that are being floated out there for rate cuts are kind of baffling to me, actually. It seems to be more focused on the tariff and trade war, which i think is way outside the feds agenda in terms of keeping unemployment low and inflation low. We hardly have any inflation. So i think that is a terribly misdirected initiative in the their narrative right now. Maria especially since youve got unemployment at a 51year low, were going to talk with Steve Schwartzma
Anderson capital management. Thanks so much for joining us, good to see you. Youre welcome. Maria so are you surprised . It was a week of mario versus jay. The European Central bank talking about more stimulus on the way, you had jay powell and all of the speculation that were going to see lower rates now for some time hate arer on in the year as well. Whats your take on the broad economic backdrop and whether or not we should actually see it erased . Well, you know, maria, i am dead set against rate cuts. I think that the reasons that are being floated out there for rate cuts are kind of baffling to me, actually. It seems to be more focused on the tariff and trade war, which i think is way outside the feds agenda in terms of keeping unemployment low and inflation low. We hardly have any inflation. So i think that is a terribly misdirected initiative in the their narrative right now. Maria especially since youve got unemployment at a 51year low, were going to talk with Steve Schwartzma
Anderson capital management. Thanks so much for joining us, good to see you. Youre welcome. Maria so are you surprised . It was a week of mario versus jay. The European Central bank talking about more stimulus on the way, you had jay powell and all of the speculation that were going to see lower rates now for some time hate arer on in the year as well. Whats your take on the broad economic backdrop and whether or not we should actually see it erased . Well, you know, maria, i am dead set against rate cuts. I think that the reasons that are being floated out there for rate cuts are kind of baffling to me, actually. It seems to be more focused on the tariff and trade war, which i think is way outside the feds agenda in terms of keeping unemployment low and inflation low. We hardly have any inflation. So i think that is a terribly misdirected initiative in the their narrative right now. Maria especially since youve got unemployment at a 51year low, were going to talk with Steve Schwartzma