The Compound and Friends
2024 Predictions, Career Advice, and What Went Right in 2023
Jan 3, 2024
Josh Brown discusses career advice for 2024. The speakers analyze recent stock performance, predict future challenges, and reflect on the impact of the pandemic. They discuss dividend growth, market momentum, and tech predictions for 2024. They also analyze Dollar General, Snap, and Meta, and discuss the transition to a subscription business.
01:22:31
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Quick takeaways
- The small-cap Russell 2000 index's remarkable rally in 2023 suggests a positive outlook for the small-cap sector in 2024.
- JP Morgan Chase's outstanding performance in 2023, driven by its focus on quality and risk management, sets it apart from competitors and predicts high annual profits.
Deep dives
Small-Cap Rally
The small-cap Russell 2000 index had a remarkable rally, outperforming other major indices, with many stocks seeing significant gains. This strong performance was unexpected, but historical patterns show that such rallies can be followed by further gains in the following year. This suggests a positive outlook for the small-cap sector in 2024.
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