57: Inflation, Interest Rates & Investing into 2024—featuring Brandon Hobson & Paul Lipcius

Inflation is down and the stock market is rallying in response. But the Fed is exercising caution before it lowers interest rates.What does that mean for you and me? What should we be investing in right now?Paul Lipcious, CPA, serves as Partner and Senior CFO Advisor and Brandon Hobson, CFA, CPA, is Chief Investment Officer at Practice CFO.On this episode of The Dental Board Room Podcast, Brandon and Paul join host Drew Phillips for the continuation of The Dental Board Room Podcast's quarterly investment podcast series.Brandon, Paul and Drew explain why the current markets are overly optimistic and where interest rates are likely to go in Q1 and Q2 of next year. They go on to discuss what sectors they favor moving into 2024 and how they’re making decisions around equity allocations based on the current economic environment.Listen in to understand what factors might create a softening of the real estate market and learn why Brandon, Paul and Drew recommend sticking to a long-term investment strategy versus trying to time the market.Topics CoveredHow the Fed might respond to the recent improvement in core inflation numbersWhy the markets are being overly optimistic by pricing in the Fed’s next moveThe Magnificent 7 stocks that are driving market performance right nowWhy we can’t count on the continued growth of the Magnificent 7What sectors Brandon, Paul and Drew favor moving into 2024Where interest rates might go from here and how they’re influenced by employment, inflation and fiscal policyThe likelihood that quantitative tightening will hold through next yearHow to adjust portfolio allocations in lieu of the decrease in the 10-year yieldHow Practice CFO is making decisions around equity allocations based on the current economyWhat differentiates value vs. growth stocks (and why we prefer value over growth)How to assess the health of a company based on capitalization and debt loadsHow wage inflation is affecting dentists and dental specialistsHow interest rates and inflation influence real estate and what factors might create a softening in the marketWhy time in the market is more important than timing the marketConnect with Brandon Hobson & Paul LipciusBrandon at Practice CFOPaul at Practice CFOConnect with Wes Read, Matt Odgers & Drew PhillipsPractice OrbitEmail [email protected], [email protected] or [email protected] Practice CFOPractice CFO on InstagramPractice CFO on FacebookPractice CFO on YouTubeResources Jerome Powell’s Speech on November 30, 2023‘What’s Going on in the Housing Market?’ in The Wall Street Journal