July 10, 2024

RL207 — 2024 Mid-Year Market Outlook

39 minutes

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 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

Chapters

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

Website: https://retirementlifestyleshow.com/

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https://youtu.be/hKVzI87v0tA

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https://www.linkedin.com/in/roshanloungani/

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https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

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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 professionals.

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