Player FM uygulamasıyla çevrimdışı Player FM !
Ep #230 - The Top 4 Investing Themes I’m Tracking Right Now
Manage episode 414220362 series 3268443
I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others. In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the impact on market returns, commercial real estate, the Fed’s dot plot, and the Chinese economy.
Resources
Links:
https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/
https://www.npr.org/2024/01/30/1227554424/evergrande-china-real-estate-economy-property-collapse
https://www.cnbc.com/2024/01/25/china-youth-unemployment-will-stay-elevated-in-2024-but-eiu-warns-economic-impact-will-linger.html
https://www.mba.org/news-and-research/newsroom/news/2024/01/16/delinquency-rates-for-commercial-properties-increased-in-fourth-quarter-2023
https://money.usnews.com/investing/articles/magnificent-7-stocks-explainer
100 bölüm
Manage episode 414220362 series 3268443
I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others. In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the impact on market returns, commercial real estate, the Fed’s dot plot, and the Chinese economy.
Resources
Links:
https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/
https://www.npr.org/2024/01/30/1227554424/evergrande-china-real-estate-economy-property-collapse
https://www.cnbc.com/2024/01/25/china-youth-unemployment-will-stay-elevated-in-2024-but-eiu-warns-economic-impact-will-linger.html
https://www.mba.org/news-and-research/newsroom/news/2024/01/16/delinquency-rates-for-commercial-properties-increased-in-fourth-quarter-2023
https://money.usnews.com/investing/articles/magnificent-7-stocks-explainer
100 bölüm
כל הפרקים
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.