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.

Select episodes, like this one, can be found on YouTube: https://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg

Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani
Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q
iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459
Follow Us At:
https://www.retirementlifestyleshow.com
https://www.retirewithroshan.com
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/ 
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/ 
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestyleshow #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan

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.

Recent Posts

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses four key areas essential for achieving personal success: wealth management, networking and relationships, health, and lifestyle. He emphasizes the importance of holistic planning in wealth management to boost financial confidence, the value of quality relationships over quantity, the need for a balanced approach to both physical and mental health, and the significance of creating a fulfilling lifestyle. Each area is interconnected, and neglecting any one of them can hinder overall success and fulfillment in life. Listen now to hear about The 4 Pieces to Achieving Personal Success.

The 4 Pieces to Achieving Personal Success

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses four key areas essential for achieving personal success: wealth management, networking and relationships, health, and lifestyle. He emphasizes the importance of holistic planning in wealth management to boost financial confidence, the value of quality relationships over quantity, the need for a balanced approach to both physical and mental health, and the significance of creating a fulfilling lifestyle. Each area is interconnected, and neglecting any one of them can hinder overall success and fulfillment in life. Listen now to hear about The 4 Pieces to Achieving Personal Success.

Read More »
In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Listen now to learn about How to Find Great Investments in Unpredictable Markets.

How to Find Great Investments in Unpredictable Markets

In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Listen now to learn about How to Find Great Investments in Unpredictable Markets.

Read More »
In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations. The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Listen now to Kickstart Your 2025 Financial Journey.

Kickstart Your 2025 Financial Journey

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the ‘Starting Five for 2025’, which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations. The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Listen now to Kickstart Your 2025 Financial Journey.

Read More »