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Outlook 2024: A Turning Point
In this special edition of The Closing Bell, Jason Jacobi and Mark Boyer discuss the outlook for 2024. Addressing concerns about a potential recession, the slowing economy, and the impact on wage growth and the job market. Let's dive into what 2024 could bring for the economy, equities, fixed income, alternatives, and further geopolitical risks.
Chapters:
00:00 Introduction and Holiday Recap
01:32 Addressing Economic Recession Concerns
04:16 2024 Outlook: Economy
08:57 2024 Outlook: Wage Growth
10:44 2024 Outlook: Part-time vs Full-time Jobs
15:20 2024 Outlook: GDP Growth
17:15 2024 Outlook: Stock Market
20:25 2024 Outlook: Interest Rates and Bonds
23:49 2024 Outlook: Earnings Growth
24:09 2024 Outlook: Stock and Bond Risk Premium Adjustment
26:42 2024 Outlook: Valuations and Fair Value Range
31:23 2024 Outlook: Bonds and Corporate Credit
43:20 Active Management and Bond Yields
44:21 Geopolitics and Commodity Prices
47:14 Currency and the US Dollar
49:40 Alternative Investments and Volatility
52:16 Private Credit and Infrastructure
55:45 The Rise of AI and Digitalization
57:06 Diversification and Adjustments
58:00 The Importance of Personal Touch
58:56 The Meaning of Christmas
Links:
Our Website: https://boyerfs.com/insights/the-clos...
Apple: https://podcasts.apple.com/us/podcast...
Google: https://www.google.com/podcasts?feed=...
Spotify: https://open.spotify.com/show/0vyXQFO...
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Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing involves risk including loss of principal.
Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
View all episodes
By Boyer Financial ServicesIn this special edition of The Closing Bell, Jason Jacobi and Mark Boyer discuss the outlook for 2024. Addressing concerns about a potential recession, the slowing economy, and the impact on wage growth and the job market. Let's dive into what 2024 could bring for the economy, equities, fixed income, alternatives, and further geopolitical risks.
Chapters:
00:00 Introduction and Holiday Recap
01:32 Addressing Economic Recession Concerns
04:16 2024 Outlook: Economy
08:57 2024 Outlook: Wage Growth
10:44 2024 Outlook: Part-time vs Full-time Jobs
15:20 2024 Outlook: GDP Growth
17:15 2024 Outlook: Stock Market
20:25 2024 Outlook: Interest Rates and Bonds
23:49 2024 Outlook: Earnings Growth
24:09 2024 Outlook: Stock and Bond Risk Premium Adjustment
26:42 2024 Outlook: Valuations and Fair Value Range
31:23 2024 Outlook: Bonds and Corporate Credit
43:20 Active Management and Bond Yields
44:21 Geopolitics and Commodity Prices
47:14 Currency and the US Dollar
49:40 Alternative Investments and Volatility
52:16 Private Credit and Infrastructure
55:45 The Rise of AI and Digitalization
57:06 Diversification and Adjustments
58:00 The Importance of Personal Touch
58:56 The Meaning of Christmas
Links:
Our Website: https://boyerfs.com/insights/the-clos...
Apple: https://podcasts.apple.com/us/podcast...
Google: https://www.google.com/podcasts?feed=...
Spotify: https://open.spotify.com/show/0vyXQFO...
--
Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing involves risk including loss of principal.
Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.