The Compound and Friends

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

Dec 20, 2023

01:30:34

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Sam Ro, a financial market forecaster, joins Josh Brown on this episode to discuss 2024 market forecasts. They cover topics such as all-time highs in the stock market, the gold rally, M&A's comeback, and identifying the best sector. They also touch on job openings, stock performance, Paramount's challenges, Tans' unconventional stock buyback, and analysis of energy priced in S&P.

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Sam Ro provides insights into the price targets and economic outlooks for the S&P 500 in 2024, emphasizing the range of price targets among strategists and the uncertainty of predicting future market performance.

The surge in investor interest and record-breaking inflows into the S&P 500 ETF highlight bullish sentiment, market strength, and growing confidence in equity investments.

Gold's price near all-time highs suggests potential for a breakout, driven by factors beyond inflation hedge, making it an attractive option for portfolio diversification and protection.

Deep dives

Rocket Money: A Personal Finance App with Subscription Tracking and Savings Features

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Rapid Cycle from 52-Week Low to 52-Week High

00:31

Impact of Excess Demand and Economic Vulnerability

00:32

Market Returns and Averages

00:35

Stock Market and Economy Disconnect

00:33

Introduction

2min

S&P 500 Targets and Economic Outlook

33min

Job Openings, Productivity, and Stock Exchange Updates

3min

Discussion on All-Time High Closing and Stock Market Performance

3min

Stock Performance and Portfolio Changes

10min

Analyzing the Market Performance

18min

Paramount Challenges and Potential Buyers

6min

Tans' Unconventional Stock Buyback and Concerns about Going Public

12min

Analysis of Energy Priced in S&P Chart and Upcoming Podcast Episodes

2min

10.

End of Season Announcement and Sponsor Ad

2min

On this episode of TCAF Tuesday, Josh Brown is joined by Sam Ro to discuss the 2024 market forecasts. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: all-time highs, the gold rally, M&A's comeback, the best sector, and much more!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compound

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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The Compound and Friends

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Rocket Money: A Personal Finance App with Subscription Tracking and Savings Features

Sam Rowe Discusses Wall Street's 2024 S&P 500 Targets and Economic Outlooks

Record Inflows into S&P 500 ETF Suggest Continued Market Strength

Gold's Frustrating Performance and Potential for a Breakout

Home builders are the best performing sector since interest rates peaked

M&A market expected to make a comeback in the coming year

Rapid Cycle from 52-Week Low to 52-Week High

Impact of Excess Demand and Economic Vulnerability

Market Returns and Averages

Stock Market and Economy Disconnect

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights

The Compound and Friends

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Rocket Money: A Personal Finance App with Subscription Tracking and Savings Features

Sam Rowe Discusses Wall Street's 2024 S&P 500 Targets and Economic Outlooks

Record Inflows into S&P 500 ETF Suggest Continued Market Strength

Gold's Frustrating Performance and Potential for a Breakout

Home builders are the best performing sector since interest rates peaked

M&A market expected to make a comeback in the coming year

Rapid Cycle from 52-Week Low to 52-Week High

Impact of Excess Demand and Economic Vulnerability

Market Returns and Averages

Stock Market and Economy Disconnect

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