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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Strategic Investing in Turbulent Times

Strategic Investing in Turbulent Times

Jason Trennert of Strategas Research Partners joins the show to talk about how to invest through geopolitical uncertainty, and the new realities of higher interest rates and persistent inflation. Plus...

28 Feb 202229min

Finding Financial Motivation Through Hip Hop with Ash Cash

Finding Financial Motivation Through Hip Hop with Ash Cash

Ash Cash Exantus, founder and CEO of Mind Right Money and host of the Inside the Vault podcast, joins the show to talk about how he is using hip-hop culture to educate and motivate tens of thousands o...

21 Feb 202229min

Trading and Traveling the world with Teri Ijeoma

Trading and Traveling the world with Teri Ijeoma

The self-taught trader and former school assistant principal shares how she learned her craft, and how she is teaching it to thousands of new investors and traders. Plus, the stock selloff intensifies...

14 Feb 202229min

Ultra long-Term Investing with Jeremy Siegel

Ultra long-Term Investing with Jeremy Siegel

The Wharton professor, and author of the seminal, "Stocks for the Long Run," joins the show to put the market's recent shakiness into long-term perspective, advice on how to build a portfolio today fo...

7 Feb 202231min

Tactical investing in a Tricky market

Tactical investing in a Tricky market

Anastasia Amoroso, Chief Investment Strategist for iCapital, joins the show with timely advice on how to find opportunities for alpha outside the U.S. stock market as the air comes out of inflated ass...

31 Jan 202233min

Eli Manning Goes Long Private Equity

Eli Manning Goes Long Private Equity

The two-time Super Bowl winning former quarterback of the NY Giants has taken his off-the-field talents to Brand Equity Partners to help develop and grow businesses from the inside. Eli discusses his ...

24 Jan 202230min

Ray Dalio on the Rise and Fall of Economic Empires

Ray Dalio on the Rise and Fall of Economic Empires

Ray Dalio, the high priest of macro investing, joins the show to discuss his new book on the rise and fall of economic empires, and how to invest now given the massive structural changes happening in ...

17 Jan 202237min

The Great Portfolio Reset

The Great Portfolio Reset

Liz Young, Head of Investment Strategy at SoFi, joins the show to help investors reset their portfolios in the face of rising interest rates, red-hot inflation, and a massive sector rotation in capita...

10 Jan 202232min

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