Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin ETFs to the Fed's pivot, the outcry for active management to the unaffordability of the housing market, Sam helps us filter the headlines to focus on what's really important. Plus, CEOs are still worried about inflation and a recession despite decent signs around the economy. Should we also be concerned?LINKS FOR SHOW NOTEShttps://layoffs.fyi/https://www.conference-board.org/publications/C-Suite-Outlook-2024-leading-for-tomorrowhttps://www.sofi.com/article/investment-strategy/liz-looks-at-market-signals-so-far/https://www.tker.co/https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8425873https://www.investopedia.com/terms/o/opportunitycost.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on unusual opportunities in the capital markets as the economy slows. Topics include the absence of a Santa Claus rally, market dynamics and sector rotation, the alarming increase in the U.S. national debt, trading week expectations, investment opportunities for 2024, and understanding stock market retracements.

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?LINKS FOR SHOW NOTEShttps://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growthhttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755https://www.investopedia.com/terms/j/januarybarometer.asphttps://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summaryhttps://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the 2024 investing playbook and the Fed's rate cut announcement. They explore topics such as interest rates, inflation, recession, and the impact of bond yields on stocks. The importance of high-quality stocks and the Santa Claus rally are also discussed.

Financial expert Ric Edelman joins the podcast to discuss Investopedia's most searched terms of 2023, the rise of Bitcoin, and the potential for even bigger gains in the future. They also explore the mainstream adoption of cryptocurrency and investment opportunities in blockchain support companies. Additionally, the importance of financial advisors' knowledge in digital assets and cryptocurrency is emphasized, along with the cost of the 'American Dream' and accumulating Bitcoin through regular purchases.

Vivian Tu, one of the most followed Fin-fluencers on social media, shares personal finance and wealth building secrets. Topics include the speculation on Fed rates, momentum in the stock market, mindset change needed to build wealth, making generous purchases, choosing a lucrative side hustle, and the difference between being rich and being wealthy.

The podcast discusses the current state of the US equity markets, the positive performance of small caps, and the November December Power period. It also covers stock market performance, economic reports, holiday shopping, corporate events, OPEC Plus meeting, and retirement asset management. The speakers explore Americans' concerns about retirement and discuss the significance of target date funds for independent savers. Additionally, they highlight the power of compounding and Arthur Oakland's contributions to economic concepts.

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.

The podcast discusses the importance of teaching financial literacy in American public schools. It highlights the positive impact of personal finance classes on students and the increasing number of states requiring personal finance courses. The podcast also explores effective tools for financial education, such as simulations and budgets, and introduces the concept of dollar cost averaging.

Discussion on the upcoming seasonally strongest time for stocks, the impact of short-term events on the market, favorite Wall Street movies and finance terms, and Warren Buffett's cash holding.