The Biggest Mistakes Investors Make

Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Plus, the Santa Claus Rally never happened, but investors were piling into ETFs in December like they were sure it would. Was the herd late to the rally, or is the recent retracement in the stock market just a speed bump on the track to higher highs? LINKS FOR SHOW NOTES: https://etfdb.com/compare/market-cap/ https://www.pgpf.org/infographic/the-national-debt-is-now-more-than-34-trillion-what-does-that-mean https://www.investopedia.com/the-national-debt-hit-a-record-usd34-trillion-how-much-should-you-worry-8421976 https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010524.pdf https://www.investopedia.com/terms/r/retracement.asp https://icapital.com/about-us/anastasia-amoroso/ https://icapital.com/insights/investment-market-strategy/2024-market-outlook/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Tammi 202433min

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms? LINKS FOR SHOW NOTES https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327 https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755 https://www.investopedia.com/terms/j/januarybarometer.asp https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Tammi 202432min

Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, tells us what to expect next year for the markets and the economy, and how investors should prepare. Plus, the Fed gave investors an early holiday gift by indicating three rate cuts in 2024, which sent the stock market soaring. But the recent rally hasn't totally convinced individual investors that these gains are here to stay. What are they waiting for? LINKS FOR SHOW NOTES https://www.youtube.com/watch?v=hQYXqwNDA88 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-dec-18-8416490 https://awealthofcommonsense.com/2023/12/what-happens-after-a-20-up-year-in-the-stock-market/ https://www.investopedia.com/individual-investors-feel-emboldened-by-the-rally-leaning-more-into-stocks-and-etfs-8416125 https://www.investopedia.com/terms/s/santaclauseffect.asp https://www.schwab.com/learn/story/market-outlook-whats-store-2024 https://www.schwab.com/learn/story/us-outlook-one-thing-leads-to-another https://www.investopedia.com/terms/g/garp.asp https://www.investopedia.com/terms/s/santaclauseffect.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Joulu 202327min

It's been a year unlike any other for investors with a bear market in bonds, bank failures. the rise of A.I., and a reality check for the so-called "American Dream". We bring you Investopedia's Most Searched Terms of 2023, and what that Dream costs in today's dollars. Plus, Bitcoin is on another one of its magnificent rallies, up more than 180% in 2023. Ric Edelman of DACFP climbs back aboard The Express to explain the enthusiasm, and why it could get even bigger next year. LINKS FOR SHOW NOTES https://www.investopedia.com/2023-investopedia-terms-of-the-year-8409161 https://www.investopedia.com/the-american-dream-now-costs-over-usd3-million-8409951 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/terms/e/equityriskpremium.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-4584772 https://dacfp.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Joulu 202330min

Vivian Tu, aka Your Rich BFF, joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ever bothered tell us. Her new book, “Rich AF, The Winning Money Mindset that Will Change Your Life”, is full of those tips, and available for order now. Plus, investors are going to miss November which was just as sweet for bond investors as it was for stock bulls. Should we be curbing our enthusiasm about the Fed possibly cutting rates sooner than expected? LINKS FOR SHOW NOTES https://www.atlantafed.org/cqer/research/gdpnow https://www.fidelity.ca/en/insights/market-updates/timmermarketreport/ https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8409428 https://www.instagram.com/your.richbff/?hl=en https://www.yourrichbff.com/richaf https://www.investopedia.com/charlie-munger-buffett-s-right-hand-man-dies-at-99-8407672 Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Joulu 202333min

A four-week run for the stock market has a few strategists calling for a time out, just in time for one of the seasonally strongest two week periods for the market. Amid this year's recovery, and following last year's plunge, retirement investors have mostly maintained their composure, according to Anne Ackerley, the Head of Retirement at Blackrock. She joins The Express to talk about how we have been behaving inside the $8.5 Trillion Asset Managers retirement plans and ETFs, and how those in or nearing retirement need to consider additional asset classes to make their money last. LINKS FOR SHOW NOTES: https://www.investopedia.com/terms/r/russell_3000.asp https://www.bespokepremium.com/interactive/posts/think-big-blog/happy-thanksgiving-2023-ytd-winners https://sentimentrader.com/company https://www.blackrock.com/us/individual/biographies/anne-ackerley https://www.blackrock.com/us/individual/insights/retirement/2023-read-on-retirement-survey https://www.investopedia.com/terms/o/okunslaw.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Marras 202329min

The past couple of years have warped many of our perceptions about retirement, and the reasons why we save and invest. Doug Boneparth, Jamie Hopkins and Peter Lazaroff climb back aboard The Express to share their views about what the words "retirement" and "wealth" mean today, and how investors should approach their goals given higher interest rates and the end of easy money. Plus, the S&P Technology sector hits an all-time high as mutual fund managers are warming back up to stocks and planning for a soft landing. What could go wrong? links for show notes: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://s201.q4cdn.com/262069030/files/doc_earnings/2024/q3/transcript/Q3-2024-Earnings-Call.pdf https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://www.investopedia.com/terms/d/deflation.asp https://www.investopedia.com/terms/d/disinflation.asp https://bonefidewealth.com/ https://www.bmt.com/wealth/bryn-mawr-capital-management/meet-the-team/ https://peterlazaroff.com/ https://thejointaccount.beehiiv.com/ https://www.investopedia.com/thanksgiving-dinner-will-cost-less-this-year-compared-to-2022-8403840 Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Marras 202333min

While most people agree that teaching financial literacy in high school is the right thing to do, only 23 states require at least one semester of financial education or personal finance curriculum in order to graduate. But progress is being made, and the path is being forged by leaders like Tim Ranzetta of Next Gen Personal Finance, and public school teachers across the country. Get to know a few of them and how they are delivering personal finance education into their classrooms. Plus, the stock market is doing its "November" thing, again, but only a few stocks are carrying the load. That's been a hallmark of 2023, which has provided us with another critical lesson in why we don't market time. LINKS FOR SHOW NOTES https://www.bloomberg.com/news/articles/2023-11-07/traders-move-coffee-around-to-hide-aging-beans-for-the-last-time https://www.dimensional.com/us-en/insights/what-happens-when-you-fail-at-market-timing https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://www.investopedia.com/terms/d/dollarcostaveraging.asp https://www.ngpf.org/ https://www.jumpstart.org/ https://www.investopedia.com/financial-literacy-resource-center-7151950 Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Marras 202334min