Retirement Lifestyle Show 
with Roshan Loungani and Adrian Nicholson

RL151 — 2023 Economic Outlook


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Today on the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global economies in 2023. They break down topics like the downside of a prolonged low-interest rate environment, how the 2022 market lows will shape 2023, and what the Fed will do to keep up with inflation.

[00:00] Introduction

[02:21] 2022 Year in Review and 2023 Market Outlook

[04:01] Forecasting 2023's Inflation Rate

[07:08] Will 2023 Be a Fed-Driven Market?

[08:48] 2022: A Tale of Two Halves

[11:30] Inflation and the Labor Market

[14:45] 2022 Was The Worst Performing Economy in 40 Years

[17:28] Gen Z and Millennials Have Never Seen a 'Normal' Recession Before

[19:30] Indexed Approach to Investing

[21:40] What to Expect From a High-Interest Rate Economy

[24:04] Why Investors Will Favor Value and Quality Investing in 2023

[24:48] How Duration Affects Stocks and Bonds

[27:33] Will the Federal Reserve Pivot in 2023?

[33:10] Why Zero Percent Interest Rates Forever is Not a Good Thing

[37:10] The Global Outlook For the Economy

[39:57] How China's Foreign and Domestic Policies are Impacting Global Supply Chain

[42:15] Russia's War with Ukraine: What to Expect in 2023

[45:35] 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 
with Roshan Loungani and Adrian NicholsonBy Roshan Loungani and Adrian

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