Episode 12: Outlook 2024: A Turning Point

In this special edition of The Closing Bell, Jason Jacobi and Mark Boyer discuss the outlook for 2024. Addressing concerns about a potential recession, the slowing economy, and the impact on wage growth and the job market. Let's dive into what 2024 could bring for the economy, equities, fixed income, alternatives, and further geopolitical risks.

Chapters: 00:00 Introduction and Holiday Recap 01:32 Addressing Economic Recession Concerns 04:16 2024 Outlook: Economy 08:57 2024 Outlook: Wage Growth 10:44 2024 Outlook: Part-time vs Full-time Jobs 15:20 2024 Outlook: GDP Growth 17:15 2024 Outlook: Stock Market 20:25 2024 Outlook: Interest Rates and Bonds 23:49 2024 Outlook: Earnings Growth 24:09 2024 Outlook: Stock and Bond Risk Premium Adjustment 26:42 2024 Outlook: Valuations and Fair Value Range 31:23 2024 Outlook: Bonds and Corporate Credit 43:20 Active Management and Bond Yields 44:21 Geopolitics and Commodity Prices 47:14 Currency and the US Dollar 49:40 Alternative Investments and Volatility 52:16 Private Credit and Infrastructure 55:45 The Rise of AI and Digitalization 57:06 Diversification and Adjustments 58:00 The Importance of Personal Touch 58:56 The Meaning of Christmas

Links: Our Website: https://boyerfs.com/insights/the-clos... Apple: https://podcasts.apple.com/us/podcast... Google: https://www.google.com/podcasts?feed=... Spotify: https://open.spotify.com/show/0vyXQFO...

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.