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RL142 — What history tells us about today’s economy and markets
Manage episode 346708132 series 3197371
Contenuto fornito da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Today on the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the latest edition of JP Morgan's Economic and Market Outlook. They discuss the current economic and investment landscape and how investors can use this information to make concrete investment decisions.
[02:32] JP Morgan's Guide to market
[03:55] Returns and Valuations by Style
[06:55] Using Data and Valuations to Make Investment Decisions
[08:26] Large Growth Versus Large Value
[10:10] The Case For Long-term Value Investing
[14:04] Growth Rates in the Economy
[18:55] The Labor Market is a Bright Spot in the Economy
[23:55] Inflation: CPI Versus Core CPI
[28:43] Things That Contribute to Headline Inflation
[31:10] Federal Fund Rate Expectations
[32:42] Bull and Bear Markets
[36:35] The Strong Correlation Between Depth of Decline and Months to Recovery
[41:32] Global Market Expectations
[43:36] The Consumer Sentiment Index
[48:43] Global Valuations
[52:38] The S&P 500 Price Index
[58:20] Highlights From Adrian's Wedding
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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Website: https://retirementlifestyleshow.com/
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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.
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