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In this podcast, the hosts discuss the start of earnings season, the importance of proper cash allocation, retail investors' trading activity, the changing economic data, the discrepancy between S&P 500 and Russell 2000, and provide updates on Animal Spirits and Ask the Compound.
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Quick takeaways
- Rising interest rates historically have not had a negative impact on the stock market, suggesting that higher rates can be favorable for stocks.
- Despite the recent decline in bond prices, inflows into bond funds remain strong due to the lower inherent risk compared to stocks and the potential for recovery over time.
Deep dives
Investors' response to rising interest rates
Contrary to popular belief, rising interest rates have not historically had a negative impact on the stock market. In fact, the S&P 500 has averaged a rolling one-year performance of 13.6% during periods of rising rates, compared to 6.5% during periods of falling rates. This suggests that higher interest rates can coincide with a stronger economy and be favorable for stocks. Additionally, there have been multiple periods throughout history when interest rates have risen, indicating that the market can perform well even in rising rate environments.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode