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Advance Your Wealth - 3rd Quarter Updates: What You Need To Know
Manage episode 379393755 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The market year-to-date has brought along some major changes worth reflecting on. Rising interest rates, inflation, a bolstered tech sector and an uncertain path forward into 2024.
On the latest episode of Advance Your Wealth, we’re looking back at Q3 and forward to Q4 and beyond. We discuss market trends, Mega Cap Tech, how Konvergent Wealth Partners defends its clients portfolios, and where the market appears to be heading in 2024.
Timecodes:
0:06 - Introduction and overview on the topic of the show
1:19 - What are some high level year-to-date trends the Konvergent team is noticing?
2:28 - What's moving the S&P...the Magnificent Seven?
3:15 - What caused the major market moves in August?
4:36 - Mega Cap Tech and Impact on the Market as a whole.
6:23 - The Search for Safe Staple Stocks May Surprise You.
7:19 - 3rd Quarter Earnings vs. Expectations for the Future.
9:45 - Q4 and Excess Savings...What to Expect.
11:05 - How Well Do Valuations Predict Market Prices?
12:07 - Earnings Yields vs. Real Inflation Adjusted Interest Rates
13:25 - How Portfolios Stay Ahead of the Curve.
15:05 - Closing Remarks and How to Connect with Konvergent Wealth Partners.
16:05 - Disclosures.
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