Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

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

Episoder(292)

Hollywood is Burning as Dual Strikes and A.I. Threaten Tinseltown

Hollywood is Burning as Dual Strikes and A.I. Threaten Tinseltown

Brian Stelter, the special correspondent for Vanity Fair, and the host of The Hive podcast, explains what's really behind the actor and writer strikes facing the entertainment industry, and how Artifi...

24 Jul 202332min

Behind Bitcoin's Rise, and BlackRock's Bid to Launch an ETF

Behind Bitcoin's Rise, and BlackRock's Bid to Launch an ETF

Nate Geraci of the ETF Store joins the Express to breakdown Bitcoin's incredible rise this year, and why the biggest asset managers in the world like BlackRock have filed to launch Bitcoin ETFs. Has c...

17 Jul 202331min

Resetting our Money Mindset with a Financial Therapist

Resetting our Money Mindset with a Financial Therapist

Dr. Preston Cherry joins The Express to talk about how financial therapy can help us break through our emotional barriers that prevent us from making the right investing, saving and planning decisions...

10 Jul 202332min

Vanguard Makes the Case for Muted Expectations in the Future

Vanguard Makes the Case for Muted Expectations in the Future

Roger Aiaga-Diaz of The Vanguard Group, joins The Express to explain why investors should lower their expectations for future stock returns, and how to build a balanced portfolio now to withstand the ...

26 Jun 202328min

The Business of Great Food and Wine from the Classic in Aspen

The Business of Great Food and Wine from the Classic in Aspen

The Express streamed back into the Rockies for the 40th anniversary of the Food & Wine Classic to talk about the business of being a chef with Anna Castro and Calvin Eng, two of the best new chefs in ...

20 Jun 202328min

Riding the Skinny Bull Market From the Floor of the NYSE

Riding the Skinny Bull Market From the Floor of the NYSE

Jay Woods, NYSE veteran and Chief Global Strategist for Freedom Capital Markets, joins the Express from the floor of the NYSE to examine the new bull market. It looks a little thin, but it is showing ...

12 Jun 202327min

Going Back to the Future to See How A.I. and ChatGPT Are Changing Finance

Going Back to the Future to See How A.I. and ChatGPT Are Changing Finance

Lex Sokolin, one of our favorite futurists, rejoins The Express to show us how A.I., ChatGPT, and the Blockchain are already changing finance and investing, and where they are taking us into the futur...

5 Jun 202330min

Reexamining Our Perceptions About The Best Long Term Investments

Reexamining Our Perceptions About The Best Long Term Investments

Stocks have fallen out of favor as Americans’ perception of the best long term investment according to a recent Gallup poll - even as the market is recovering from 2022’s losses. Michael Batnick and B...

30 Mai 202335min

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