Zaid
๐ค SpeakerAppearances Over Time
Podcast Appearances
And now we're looking at potentially zero cuts.
I'm really curious to see how Kevin Walsh is going to handle the pressure because obviously he's getting pressure from one end and then obviously the pressure from the other end.
So I'm really curious to see how that's going to play out.
And I'm really happy that you brought that up because I think you're right.
I think a lot of people assume that it's Kevin Walsh's decision, whatever he says goes.
There's a committee of 13-plus people on the Fed that makes that decision.
So we'll see how that plays out.
Okay, last question before we wrap up here.
One of the things that you said, so you were right about the Fed rate cuts you went under.
You were right about the IEPA tariffs being struck down.
One thing that you did say the last time we talked was you were bullish on the MAX 7 versus the S&P 493.
Obviously, that hasn't worked out in Q1.
Do you still, um, are you sticking with that call for the remainder of the year?
I love it.
You got me convinced.
Jason, I really appreciate you coming on.
We got to do this every quarter because this was great.
It was good to kind of look back at Q1 or Q4.
And maybe I'm excited to see what happens in Q2.
So we'll call you back in a few months.