Mike Wilson’s 2024 Stock Market Outlook | On The Tape Investing Podcast

Описание: Mike Wilson joins the hosts for this episode of On The Tape. They talk about the November stock market rally, classic late-cycle behavior, earnings, the bond market, why the soft landing is the worst possible scenario for stocks, the single biggest risk for 2024 that investors aren’t taking seriously, what consensus could get wrong next year, the employment cycle, sentiment indicators, volatility, private credit, stock market concentration, M&A, and the appeal of U.S. markets as a safe haven.

Timecodes
0:00 - November's Rally
7:40 - Bond Market & Yields
16:05 - Unforeseen Risks
21:45 - The Bull Case
23:45 - Employment Picture
30:55 - Sentiment Indicators
33:55 - Volatility
35:20 - Private Credit
39:00 - Market Concentration
42:45 - M&A Space

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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