# How to Position Portfolios After the Fed Cut – And What to Watch

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Text version: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/how-to-position-portfolios-after-the-fed-cut-and-what-to-watch.md
Podcast: [TCW Investment Perspectives](https://stenobird.com/podcast/tcw-investment-perspectives-6367683)
Published: 2025-09-26T18:13:03+00:00
Episode link: https://share.transistor.fm/s/ed3fc294
Audio file: https://media.transistor.fm/ed3fc294/65b84d81.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tcw-investment-perspectives-6367683/episodes/how-to-position-portfolios-after-the-fed-cut-and-what-to-watch
Duration seconds: 1055

## Resource

Labor. Tariffs. Inflation. Politics. Listen as TCW’s Jamie Franco, managing director in the Cross-Asset Research & Sustainable Investment Group, discusses portfolio allocation and what investors should consider following the Fed’s move to cut rates.

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## Transcript

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