Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe, Chief Investment Officer, and Erik Zurek, Senior Investment Strategist discuss:
- What has happened in the financial markets over the past month?
- What has happened with inflation over the past two (2) months?
- Why did the ten (10) largest US stocks by market capitalization do so well in 2023? What does the recent concentration of returns in 2023 mean for investing going forward?
- What will likely be the growth rate of earnings per share for the S&P 500 index in 2024?
- Why was there so much divergence of returns in emerging markets returns over the past year?
- How have small and large company returns diverged? Will this change?
- When will the Fed start cutting interest rates? What level of rate cuts are priced into the market?
- Do you think that the yield curve will go back to a positive slope in 2024?
Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anthony Wilhelms, CFA, CFP®, VP – Nicolet Wealth Management
Show Notes:
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Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe
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