Retirement Lifestyle Show 
with Roshan Loungani and Adrian Nicholson

RL139 — Economy & Market Expectations


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Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson assess the current economic and market landscape and how your investment expectations should evolve. They discuss what a strong dollar means for the economy, Bond interest rate risks, and how the Ukraine conflict is affecting the U.S economy.

[02:30] Overall Macroeconomic Outlook of the Markets

[05:45] The Fed is Increasingly Subject to Political Pressure

[08:05] What is a Fed Pivot?

[11:21] What The Strengthening of the Dollar Means

[15:18] How the Conflict in Ukraine is Affecting Europe and the U.S

[18:06] Energy Stocks in the S&P 500

[21:10] The U.S is Headed Towards a Recession

[24:17] The #1 Role of Your Financial Advisor

[28:05] 20-Year Treasury Vs. S&P 500 and NASDAQ

[28:58] Bond Interest Rate Risk

[32:28] Stocks Expected to Drop Even Further

[37:40] Incentives to Owning Bonds

[39:48] How to Spot the More Lucrative Stocks During This Down Market

[45:40] What Are You Buying?

[48:50] We Are Now in a Stock Pickers Market

[51:30] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.

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Retirement Lifestyle Show 
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