Two Quants and a Financial Planner Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
Jul 8, 2024
The podcast discusses surprising trends in the economy and markets of the first half of 2024, including sticky inflation and wage growth outpacing inflation. They delve into the extreme concentration of returns in the stock market driven by large tech companies, housing developments, bonds, and factor investing performance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Perception of Stock Market vs. Real World Experiences and the Importance of Data Accuracy
02:28 • 3min
Analyzing Inflation, Wage Growth, and Asset Performance
05:30 • 13min
Understanding Economic Cycles and Risky Lending Practices
18:47 • 7min
Mortgage Lending Standards, Federal Reserve Actions, and Housing Market Trends
26:05 • 18min
Stock Performance and Market Concentration Analysis
43:50 • 18min
Reflection on Short-term Investment Performance and Importance of Informed Decision-Making
01:01:23 • 3min