In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the market outlook for 2024. They talk about the opportunities you should look out for in 2024, the benefits of balancing risk with optimism when investing, and whether the S&P 500 is overvalued on a price-to-earnings basis.

[00:00] Introduction

[01:09] The Benefits of Balancing Risk with Optimism

[02:34] Thoughts on Inflation Risk

[04:54] Shelter Inflation and the Available Opportunities

[07:20] Equities in Large Public Companies

[09:11] What Does Margin Expansion Mean?

[11:55] Why Cash Rates Look Good

[15:37] Bonds and Higher Interest Rates

[17:48] The Benefits of Diversifying Your Bond Portfolio

[24:35] Thoughts on Potential Credit Risk

[28:10] Is the S&P 500 Overvalued on a Price-to-Earnings Basis?

[30:36] The Future of Anti-Globalization

[34:01] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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