Episode 163 - Marks on the Markets - 2023 Year in Review with Ross Roggensack and Jake Thomsen
Dec 12, 2023
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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.
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.
Artificial Intelligence Impact
The episode delves into the growing impact of artificial intelligence on various industries, transitioning from a novelty to an operational necessity. There is a focus on AI's operational value, potential for significant economic multipliers, and the convergence of technology in AI and medicine to improve human health. The discussions also cover the energy demands of AI and the potential for technological advancements in energy solutions.
Private Market Fundraising Environment
Regarding fundraising in the private markets, the podcast explores the challenges faced by alternative asset managers in fundraising due to economic conditions and valuations. It anticipates a thawing of the difficult fundraising environment, attributing it to improving valuations, potential for positive vintage investments, and the significance of quality investments as a primary driver for renewed investor interest.
Faith-Driven Investing Evolution
The discussion focuses on the mainstreaming of faith-driven investing, noting a shift towards greater acceptance and participation in the sector by institutional investors and high-profile industry professionals. Emphasis is placed on the rise of quality investments, professionalization within the industry, and the alignment of faith principles with solid investment performance as key drivers of the sector's growth.
Reflections on Christmas Season
As the Christmas season approaches, the podcast participants share personal reflections on the significance of the season. They discuss the wonder and innocence associated with the season, the narrative of God's redemptive plan through the incarnation of Jesus, and the message of love, joy, and hope that Christmas represents. Biblical references and personal experiences underscore the spiritual and transformative impact of the Christmas season on individuals and families.
Reflection is a key part of investing, and in this special Christmas edition of Marks on the Markets, host John Coleman is joined by Jake Thomsen and Ross Roggensack to give us a year in review and a look ahead at what’s ahead for 2024.
They look back on major trends and topics like Artificial Intelligence or inflation and offer their reflections on what the Christmas season means to them.
Learn more about the ministry at Faithdriveninvestor.org
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