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Faith Driven Investor

Episode 163 - Marks on the Markets - 2023 Year in Review with Ross Roggensack and Jake Thomsen

Dec 12, 2023
In this podcast, they reflect on market trends in 2023, discuss the impact of artificial intelligence, navigate economic uncertainty, explore commercial real estate shifts, and analyze tech dominance in faith-driven investing. They also share reflections on the incarnation of Jesus Christ and offer Christmas greetings.
48:33

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Quick takeaways

  • Reflection is crucial in investing; AI's impact on industries is transitioning from novelty to necessity; Faith-driven investing sees mainstream acceptance and growth.

Deep dives

Main Trends in the Market

The podcast discusses the main trends in the market, highlighting the strong performance of high-quality US tech companies with over 50% growth, a flat bond market, and the minimal impact of the wars in Israel, Palestine, and Ukraine on market stability. The discussions revolve around the potential reasons behind these trends and the factors influencing market behavior, such as expectations of inflation decrease and global conflicts.

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