35 min listen
Welcome to the 4th Quarter (Ep. 54)
Welcome to the 4th Quarter (Ep. 54)
ratings:
Length:
34 minutes
Released:
Oct 4, 2023
Format:
Podcast episode
Description
Fourth quarters are often crucial times for the economy and the markets as they capture the trends from previous quarters and set the tone for the next year. However, this year’s fourth quarter may be more uncertain and volatile than usual...What can investors do to prepare for the potential challenges and opportunities ahead?In this episode, Ryan Detrick & Sonu Varghese share their expectations for the fourth quarter, including the potential impact of a government shutdown. They also explore the historical performance of the stock market in Q4 and the strength of the dollar.Ryan and Sonu discuss: The impact of a government shutdown on the economyAn analysis of the historical performance of the fourth quarterThe strength of the economy and the possibility of the Federal Reserve cutting rates more than anticipatedThe risk of an energy shock and how it can impact portfoliosAn analysis of the weakness of regional banks and its impact on small capsThe recent personal consumption expenditures report, core inflation trends, income growth, and consumption levelsThe surprising increase in net wealth among the bottom 50% of income earners over the last three and a half yearsAnd more!Resources:Facts Vs. Feelings (Ep. 53) - Talking About the Economy with Alejandra GrindalConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
Released:
Oct 4, 2023
Format:
Podcast episode
Titles in the series (84)
E6: What is Spooking Investors by Facts vs Feelings with Ryan Detrick & Sonu Varghese