MP011: Market Update October 2024 with Jason Ranallo

In our latest podcast episode, Jason Ranallo, Director of Portfolio Management, provides an in-depth review of recent market performance and key economic trends. Starting with last quarter’s market performance and discussing recent all-time highs. We also cover September’s Federal Reserve cut, yield curve normalization, and mortgage rates.

Whether you're interested in understanding the current state of the market or looking for a deeper strategic understanding, this podcast episode offers a comprehensive overview. Tune in to gain a better understanding of the economic landscape. The central themes of our conversation, along with start times, are listed below as chapters.

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Chapters:

Market All-Time Highs and Performance:

Discussion of the markets hitting all-time highs, particularly the S&P 500, with an overview of market trends and volatility, as well as recent stock market milestones.

Starts at 00:00

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U.S. Stock Market Performance and Global Markets:

A detailed review of the U.S. stock market’s performance for the quarter, including gains in the S&P 500, Nasdaq, Dow Jones, and a look at emerging markets and international stocks.

Starts at 00:31

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Portfolio Diversification and Asset Allocation:

Explanation of how different asset classes—U.S. small-cap stocks, international, developed, and emerging markets—fit into a long-term diversified portfolio, balancing risk and reward.

Starts at 01:48

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Gold's Recent Performance:

Insight into gold’s role as a portfolio diversifier, its long-term historical performance, and why it has shown strong returns recently.

Starts at 02:22

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Federal Reserve’s Rate Cuts and Inflation:

Discussion of the Federal Reserve’s September rate cut and its impact on inflation, employment, and future interest rate movements.

Starts at 03:50

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Yield Curve and Bond Market Behavior:

Overview of the yield curve, including its recent inversion and return to normal, and the performance of the bond market in response to falling interest rates.

Starts at 06:24

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Mortgage Rates and Housing Market:

Exploration of how interest rate cuts have affected mortgage rates and borrowing costs, and how homeowners are adjusting to the changes in rates.

Starts at 08:48

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Investing at All-Time Highs and Rebalancing:

A discussion on whether to invest or pull back when markets are at all-time highs, including thoughts on rebalancing portfolios and managing risk.

Starts at 12:02

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