

Reimagining Retirement and the Meaning of Wealth in the New Economic Normal
Nov 20, 2023
Portfolio managers discuss the outlook for the economy and stock market, expecting a soft landing and lower interest rates. Changing perceptions of retirement and wealth are explored, emphasizing the need to adapt and maximize time and financial independence. The concept of deflation and its implications are also discussed, suggesting that disinflation may be a more favorable approach for a soft landing in the future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Market sentiment, expectations for lower interest rates, and tech sector performance
01:56 • 4min
Holiday Shopping Season, Economic Calendar, and Evolving Perceptions of Retirement and Wealth
06:18 • 2min
Rethinking Retirement: A Phase of Life, Not a Financial Milestone
08:10 • 14min
Rethinking Retirement: Maximizing Time and Financial Independence
22:22 • 7min
Understanding Deflation and Its Implications
29:27 • 2min