The Guided Retirement Show

097: Market Outlook and the Last Six Months with David Mitchell


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David Mitchell makes his fourth appearance on The Guided Retirement Show to share his outlook for the markets and economy. He’s in his 19th year with AllianceBernstein and serves as the managing director for AllianceBernstein’s RIA and private banks in its Upper Midwest and Central division. He’s basically one of four specialists at AllianceBernstein in North America.

AllianceBernstein, which aggregate manages around $700 billion globally for every type of client you can imagine. That includes large institutions, pension funds, sovereign wealth funds, and then private clients here in the United States.

David last appeared on The Guided Retirement Show in April. He’s going to review what has happened since then and share his current market outlook.

In this podcast interview, you’ll learn:

  • How the Cap-Weighted S&P 500 Compares to the Equal-Weighted S&P 500
  • Money-Market Funds Eclipse $6 Trillion in Assets
  • Why Bonds Performed So Poorly in August and September
  • Why There’s a Big Opportunity in the Bond Market

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To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/97

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