

Where to Find Opportunities in Unusual Places in 2024
Jan 8, 2024
Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on unusual opportunities in the capital markets as the economy slows. Topics include the absence of a Santa Claus rally, market dynamics and sector rotation, the alarming increase in the U.S. national debt, trading week expectations, investment opportunities for 2024, and understanding stock market retracements.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Market dynamics, jobs report, and investment trends
01:48 • 3min
U.S. National Debt and Investment in AI Startups
05:14 • 2min
Trading Week Expectations: CPI Release and Earnings Season
07:17 • 13min
Investment Opportunities for 2024: Direct Lending & Muni Bonds
20:40 • 9min
Understanding Retracement and its Importance in the Stock Market
29:26 • 3min