EPISODE · Jul 8, 2024 · 1H 4M
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
from Two Quants and a Financial Planner · host Excess Returns
In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained stickier than many expected, but wage growth has actually outpaced inflation for many workers. We analyze the extreme concentration of returns in the stock market, with a small number of large tech companies driving most of the gains while many stocks have declined. We also explore some unexpected developments in housing, bonds, and factor investing performance. Overall, we aim to provide context on what's really happening beneath the surface of headline numbers, challenge some common narratives, and remind listeners of the importance of long-term thinking when it comes to investing and financial planning. We hope you enjoy the discussion. SEE LATEST EPISODES https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
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