2023 was the year of the most anticipated recession we’ve never had. Despite a consensus that a recession, even if a mild one, was inevitable, we escaped 2023 on a positive note with the market ending strong.
What does this mean for 2024? Let’s talk about it!
Ryan O’Connell will host our first Virtual Lunch Webinar of 2024 on Thursday, February 8 at noon (Central). The 30-minute chat will include a wide range of topics and a Q&A portion to answer any and all questions asked before and during the webinar.
What We’ll Discuss
There is no shortage of opinions or topics worth discussing during our first Virtual Webinar of the year. One opinion we’ll discuss is that of J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly. Dr. Kelly’s theme for 2024 is 2.0.2.4. Each number represents a prediction.
2: GDP will slow to 2% growth.
0: No recessions.
2: We will return back down to 2% inflation.
4: A rise to 4% unemployment.
Not every analyst agrees with Dr. Kelly, and ClearBridge’s Anatomy of a Recession Risk Dashboard continues to predict a mild recession.
Additional topics we’ll discuss include:
Market Recap
Covered Calls
Expectations
Volatility
The Election’s Impact on the Market
Tax Strategies
Increased Importance of Diversifying in 2024
Potential Strategies/Investments to Consider
Join Us for the Q1 BTWM Virtual Lunch Webinar
No RSVP is required to join the call. Join by using the following link on 2/8 at 12 Central: https://www.gotomeet.me/RyanOConnell-BTWM, or by calling (669) 224-3413 and using access code 902-937-309.
What questions do you have about the current market? Have your question answered during the call by emailing Ryan at ryan.oconnell@bloomingtreewm.com.