AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Thoughtful Money with Adam Taggart
A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart
Jan 4, 2025
Lance Roberts, a seasoned portfolio manager, shares his sharp insights on potential market performance in the coming year. He warns against complacency, highlighting the unlikelihood of repeating past 20% returns. The discussion delves into how domestic issues and political events, especially around Inauguration Day, could impact market dynamics. Also covered are technical indicators, current sector performance struggles, and the importance of stock selection amid rising volatility. Roberts emphasizes that careful, active management strategies are essential for navigating the uncertain landscape ahead.
01:23:59
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Entering 2025 with high expectations for strong returns may lead to disappointment, as historical patterns signal more modest gains ahead.
- The complex interplay of external factors, such as geopolitical tensions, requires investors to understand market mechanics beyond mere headlines.
Deep dives
Expectations for 2025 Returns
Entering 2025 with high expectations for continued strong market returns may be misguided, especially after the recent years of 20% gains. There's a considerable risk of disappointment if investors are banking on similar results this year. Historical patterns suggest that a failed Santa Claus rally or negative early trading days often correlate with underwhelming yearly returns. Expecting only 8% to 10% returns may be more realistic given current market dynamics and a potential increase in volatility.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode