Investment Opportunities for 2024: Direct Lending & Muni Bonds

Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Plus, the Santa Claus Rally never happened, but investors were piling into ETFs in December like they were sure it would. Was the herd late to the rally, or is the recent retracement in the stock market just a speed bump on the track to higher highs?

LINKS FOR SHOW NOTES:

https://etfdb.com/compare/market-cap/

https://www.pgpf.org/infographic/the-national-debt-is-now-more-than-34-trillion-what-does-that-mean

https://www.investopedia.com/the-national-debt-hit-a-record-usd34-trillion-how-much-should-you-worry-8421976

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010524.pdf

https://www.investopedia.com/terms/r/retracement.asp

https://icapital.com/about-us/anastasia-amoroso/

https://icapital.com/insights/investment-market-strategy/2024-market-outlook/

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