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

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Breaking out the 2024 Investing Playbook as Stocks Touch New Highs

Breaking out the 2024 Investing Playbook as Stocks Touch New Highs

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...

18 Dec 202327min

Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally

Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally

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 S...

11 Dec 202330min

The Money Advice No One Ever Told Us From Your Rich BFF

The Money Advice No One Ever Told Us From Your Rich BFF

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 ...

4 Dec 202333min

As The Bulls Run Wild, Long-term Investors Stay the Course

As The Bulls Run Wild, Long-term Investors Stay the Course

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 foll...

27 Nov 202329min

Reimagining Retirement and the Meaning of Wealth in the New Economic Normal

Reimagining Retirement and the Meaning of Wealth in the New Economic Normal

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...

20 Nov 202333min

The Driving Forces Pushing Financial Literacy into America's Public Schools

The Driving Forces Pushing Financial Literacy into America's Public Schools

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 ...

13 Nov 202334min

Setting up for the Stock Market's Best Six-Month Stretch

Setting up for the Stock Market's Best Six-Month Stretch

Jeff Hisrsch, editor of The Stock Trader's Almanac, on why 'seasonality' matters for investors, and why the next six months are usually the strongest of the year. Plus, how his father, Yale Hirsch, de...

6 Nov 202331min

Searching for Signs of Hope Amid the Selloff

Searching for Signs of Hope Amid the Selloff

Shannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that w...

30 Okt 202332min

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