2023 in Review: Lessons Learned, Unexpected Challenges, and the AI Revolution

Who would've thought that with the bullish performance of equity and fixed income markets in 2023, consumer sentiment would remain at record lows? Join us as we navigate this curious contrast and hear lessons from the marketplace's unpredictability. Brad, our insightful guest, breaks down the bond market and expounds on the art of positioning oneself in a place of advantage. We'll also delve into the fascinating discourse around the Fed Chairman's recent actions, the potential beneficiaries of AI, and the current state of commodities and bonds.Get ready for an enlightening journey through financial market trends from 2022 to 2024! We're exploring the rising demand for cash as a safe haven asset, the surge of exchange-traded funds (ETFs) impacting the market, and the momentous event of a bond ETF crossing $100 billion for the first time! Stay tuned as we discuss the state of overseas markets, companies making waves, M&A news, cryptocurrency prices, and upcoming events like US bank CEOs protesting regulation. Concluding the episode, we emphasize the need for caution in volatile markets as we talk about tax loss swaps and bond strategy. So, strap in for an episode teeming with insights and revelations that just might change the way you look at the financial world!** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern