RL207 – 2024 Mid-Year Market Outlook

In this episode, Roshan and Adrian discuss the mid-year market outlook. They cover various categories such as economic expansion, consumer spending, investment spending, the labor market, inflation, the Federal Reserve and policy, and the stock market. They highlight the importance of researching high-quality companies, the potential impact of elections on tariƯs and trade friction, and the performance gap between small and large-cap stocks. They also discuss the significance of interest rates and the Fed’s role in the market. Overall, they provide valuable insights for investors. Listen now to learn all about the 2024 Mid-Year Market Outlook.

00:00 Introduction and Overview

02:00 Economic Expansion and Consumer Spending

07:27 Investment Spending and the Labor Market

14:20 Inflation and the Federal Reserve

29:11 Small-Cap vs Large-Cap Stocks

38:10 Conclusion and Closing Remarks

  • Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
  • Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
  • Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn all about the 2024 Mid-Year Market Outlook.

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In this episode, Roshan and Adrian discuss the mid-year market outlook. They cover various categories such as economic expansion, consumer spending, investment spending, the labor market, inflation, the Federal Reserve and policy, and the stock market. They highlight the importance of researching high-quality companies, the potential impact of elections on tariƯs and trade friction, and the performance gap between small and large-cap stocks. They also discuss the significance of interest rates and the Fed's role in the market. Overall, they provide valuable insights for investors. Listen now to learn all about the 2024 Mid-Year Market Outlook.

Listen now to learn all about the 2024 Mid-Year Market Outlook.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Listen now to learn all about the 2024 Mid-Year Market Outlook.

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