2min chapter

Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration

Two Quants and a Financial Planner

notes

CHAPTER

Intro

Delve into the economy and market data from the first half of 2024, as the hosts review charts and share surprising insights that challenge conventional news narratives.

00:00

Transcript

Episode notes

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.

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