Episode 10: Yuletide Economics: Navigating Disinflation, Bull Markets, and Diversification Strategies

Jason Jacobi and Mark Boyer discuss various economic and investing topics, including Christmas and their favorite holiday movies. They then explain the difference between disinflation and deflation. The conversation moves on to the bull market and the importance of diversification in investment portfolios. Moving onto the current state of the economy, including interest rates and the jobs report. The conversation concludes with a reminder to be open-minded as an investor and to diversify wisely.

Chapters: 00:00 Introduction and Christmas Season 01:32 Difference between Disinflation and Deflation 04:17 The Bull Market and Diversification 08:00 Interest Rates and the Economy 09:52 Is the Bull Market Losing Its Meaning? 11:08 Importance of Diversification 15:23 Broadening Out of the Market 19:07 The Importance of Diversification 22:13 Active Management and Research 25:01 No One Knows the Future 28:08 Jobs Report and Economic Outlook 32:13 Geopolitical Uncertainty and Tailwinds 36:20 Closing Thoughts and Wisdom

Links: https://boyerfs.com/insights/the-closing-bell-podcast/

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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.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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.