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(293)

Live from the Floor of the NYSE with Bob Pisani

Live from the Floor of the NYSE with Bob Pisani

Bob Pisani, the legendary business news broadcaster and CNBC's Senior Markets Correspondent joins the show live from the floor of the New York Stock Exchange to talk about what really happens on Wall ...

17 Okt 202233min

The Case Against Stakeholder Capitalism

The Case Against Stakeholder Capitalism

Vivek Ramaswamy, author of Woke Inc., and Nation of Victims, joins the show to talk about the fallacy of stakeholder capitalism and why it is at the root of one of the greatest frauds in financial mar...

10 Okt 202234min

What Could Stop the Bear Market in its Tracks, with Ryan Detrick

What Could Stop the Bear Market in its Tracks, with Ryan Detrick

The Carson Group's new Chief Investment Strategist rejoins the Express to give us perspective on this bear market, and what could bring it to its knees. Plus, investor sentiment is at an historical lo...

3 Okt 202232min

The Great Portfolio Reset - Live from Investor Connection

The Great Portfolio Reset - Live from Investor Connection

The bears are circling as asset prices are being reset amid higher interest rates. Christine Benz and John Rekenthaler of Morningstar, and Anastasia Amoroso of iCapital, join Caleb at Investor Connect...

26 Sep 202233min

Avoiding the Bear Trap - Live from Future Proof

Avoiding the Bear Trap - Live from Future Proof

The Express steams through the Future Proof Wealth Festival to bring you conversations from some of the country's top financial advisors and investment strategists on how we should navigate the tumult...

19 Sep 202229min

eToro Charges on Through the Crypto Winter

eToro Charges on Through the Crypto Winter

Lule Demissie, CEO of eToro U.S., joins the show from the Future Proof Wealth festival to talk about how its customers are braving the crypto winter and the downturn in stocks, and why investing educa...

12 Sep 202227min

The Secret Sauce Behind the World's Greatest Investors

The Secret Sauce Behind the World's Greatest Investors

What are the characteristics of the world's greatest investors that separate them from the rest of us? David Rubenstein, co-founder of The Carlyle Group, and best-selling author, joins The Express to ...

6 Sep 202230min

Technicals, Fundamentals and Freestyle Finance Ring in our 100th Episode

Technicals, Fundamentals and Freestyle Finance Ring in our 100th Episode

As The Express celebrates 100 episodes, we bring in JC Parets of AllStarCharts and Kenny Polcari for a full examination of the markets using technical analysis and macro fundamentals. Plus, Kenny drop...

29 Aug 202232min

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