We are back with our big news reveal! Mark shares the exciting news that their business has grown and they have been approved to be their own registered investment advisor. They discuss the benefits of this change, including increased independence and flexibility. They also share the personal news that Jason’s youngest son has been diagnosed with leukemia and ask for prayers. They then dive into the outlook for the rest of the year, discussing interest rates, inflation, and potential investment opportunities. They discuss the potential impact of the upcoming elections on the stock market. They explore the beneficiaries of a red wave (Republican win) and a blue wave (Democratic win), highlighting sectors such as banks, financials, aerospace defense, healthcare, renewable energy, telecommunications, home builders, industrials, and tech. They also touch on the AI industry and the four layers of the AI stack: semiconductors, infrastructure, models, and software applications. Additionally, they discuss the bond market and the potential for un-inverting the yield curve.
Chapters:
00:00 Introduction and Personal Updates
10:08 Personal News: Jason’s Son’s Leukemia Diagnosis
15:25 Outlook for the Rest of the Year: Interest Rates, Inflation, and Investment Opportunities
18:23 The Role of Active Management and Individual Stock Selection
22:00 The Fed’s Rate Path and Inflation
26:21 Potential Investment Opportunities in the Eurozone, Japan, and India
28:29 Introduction and Political Leanings
37:12 The Potential of the AI Industry and its Four Layers
41:03 Exploring the Bond Market and the Yield Curve
52:03 Economic Growth and Conclusion
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Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing involves risk including loss of principal.
Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
