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.
[00:50] Introducing Nate Tonsager & The topic of today’s episode
[02:40] The State of Nate: Inflation & Federal rate hikes
[05:29] Does it matter if inflation goes down or not?
[09:23] Will the market rebound in Q3 (July/August) continue in the short-term?
[12:48] When should I re-enter the market after a “storm”? Should I wait to invest my cash until I feel better?
[13:55] Will the market rebound in Q3 continue in the long-term? What is the probability of a recession happening in the future?
[17:45] What is MONCON? & The MONCON level we’re at right now.
[25:00] Why we don’t pay attention to individual earnings reports and expectations.
[32:37] The future of fed rate hikes & How to use the CME FedWatch Tool
[40:17] What’s on our minds right now: Outperformance of small cap stocks & The breakout between services and goods inflation.