On today’s show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for JP Morgan Asset Management to discuss:
– Strategist predictions for 2024
– JPMs prediction for 2024
– Magnificent 7 performance vs the S&P 493
– A massive bond rally, and much more!

On today’s show, we discuss:
– Why people keep spending so much money
– Long droughts between new highs in the stock market
– The best upside AI hedge
– Intelligence vs. pessimism
– Denominator blindness with inflation
– Most Americans are better off
– Why people are unhappy at work
– When it will be a good time to buy a house again, and much more!

On today’s Talk Your Book, we spoke with Nuveen Portfolio Manager Nick Travaglino about:
– The bond market in 2023
– The Fed
– Fixed income yields
– An update on interest rates, and much more!

On today’s show, we discuss:
– The blowout year for the Nasdaq 100
– How experience shapes investment decisions
– Transitory inflation arguments
– Where prices have risen the most
– Who got the biggest wage gains
– Why housing prices refuse to crash
– Where to find affordable houses
– Why you can’t trust sentiment surveys, and much more!