9/18/2024 Risks and Opportunities for Stocks When Interest Rates Decline

Richard Bernstein shares his views on key investment themes to watch in the year ahead, including often-overlooked opportunities, potential pitfalls, and the value of striving for "maximum diversification."

Brian Wesbury, Chief Economist at First Trust, discusses the implications of a Trump victory in the recent election. Recorded the day after Election Day, Brian suggests potential changes in economic policy, tax policy, and other key areas concerning the future economic landscape.

Bob Stein, Deputy Chief Economist at First Trust, analyzes the probabilities of different election scenarios. The podcast also explores how tariffs and other tax policies might affect the economy, while discussing the implications of government spending, and considers if advancements in AI might pave the way for universal basic income initiatives.

Bill Housey, managing director of fixed income at First Trust, discusses recent developments in the bond market, including why long-term interest rates have risen since the Fed began cutting rates, where we are in the economic cycle, and what the implications are for bond investors.

Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis.

Brian Comiskey, Senior Director at the Consumer Technology Association, joins the podcast to discuss how recent trends in technology are reshaping the spending priorities of businesses, consumers, and governments around the world.