RL192 — Market Outlook 2024

Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the market outlook for 2024. They talk about the opportunities you should look out for in 2024, the benefits of balancing risk with optimism when investing, and whether the S&P 500 is overvalued on a price-to-earnings basis.

[00:00] Introduction

[01:09] The Benefits of Balancing Risk with Optimism

[02:34] Thoughts on Inflation Risk

[04:54] Shelter Inflation and the Available Opportunities

[07:20] Equities in Large Public Companies

[09:11] What Does Margin Expansion Mean?

[11:55] Why Cash Rates Look Good

[15:37] Bonds and Higher Interest Rates

[17:48] The Benefits of Diversifying Your Bond Portfolio

[24:35] Thoughts on Potential Credit Risk

[28:10] Is the S&P 500 Overvalued on a Price-to-Earnings Basis?

[30:36] The Future of Anti-Globalization

[34:01] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.