How is it that we are already heading into Q2 of 2024? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson, Executive Director and Global Market Strategist with JP Morgan Asset Management's Global Market Insight Strategy team. Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2.
[00:33] Introducing the topic of today’s episode
[01:29] Q1 Market Summary – What happened in Q1?
[04:10] Highest and lowest performing market sectors of Q1 of 2023
[06:40] What equity markets performed well in Q1? & How tech layoffs impact the tech sector
[09:39] There’s an issue with leadership and breadth in the market…
[11:56] What surprised us about international (non-US) stocks
[13:57] Don’t make these assumptions when investing in Q2
[14:54] Let’s talk about investing & saving your cash in Q2
[16:04] Other market surprises from Q1 (hint: we’re talking about banks!)
[23:56] Major takeaways from Q1 of 2023
[28:17] Market predictions for Q2 and the rest of 2023