Replay of Market Update - January 2023
A shortened recap video is available below, along with the full-length version for those wanting further context.
This Quarterly Market Update was recorded on January 17th, 2023 with Jason and Ezra.
Recap Version ⬇️
Full-Length Version ⬇️
Quarterly Market Update Full Version
(minutes: seconds ... chapter details)
00:00 … Welcome, Disclosure, Agenda
02:30 … SECURE Act 2.0
04:53 … Overview of Topics
05:33 … 4th Quarter Performance
06:03 … 2022 Market Performance
07:14 … Stock & Bond Historic Returns
08:26 … Fed Funds Rate & Expectations
10:30 … Treasuries & Fixed Income
12:36 … International & US Dollar
17:11 … Consumer Sentiment
20:16 … CPI & Inflation
24:16 … Expansion & Contraction
26:08 … Interest on U.S. Debt
32:29 … After a Decline
35:00 … Thoughts on REITs
38:04 … Labor, Inflation & the Fed
41:47 … i-Bonds
43:50 … Small & Value Historic Stock Returns
49:02 … Thank You
Note: Q&A interactivity is unavailable on replay. Contact us directly with questions and comments.
Slides discussed in the Recap Replay.
V23020972 & V23018968