RL142 — What history tells us about today’s economy and markets

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 [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing 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.