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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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

What's in Store for ETF Investors in 2022?

What's in Store for ETF Investors in 2022?

Tom Lydon, CEO of ETF Trends joins the show to talk about the record-breaking year for ETF inflows and his outlook for 2022, including what's next for crypto, fixed income and global products. (Sign u...

3 Jan 202231min

What’s the Deal, with Kristin Myers

What’s the Deal, with Kristin Myers

The Editor in Chief of The Balance joins the Express to talk about the changing face of money and investing for younger generations, and we play a round of “What’s the Deal,” as we dig into recent hea...

20 Dec 202129min

The Golden Age for Individual Investors

The Golden Age for Individual Investors

Jan van Eck, the CEO of Van Eck U.S., joins the Express to talk about why retail investors have never had it better, and why his firm is launching Bitcoin-related ETFs. Plus, consumer prices surged to...

13 Dec 202127min

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