In our final episode of the year, Michael and Dominick conduct a comprehensive review of market performance in 2023, oscillating between skepticism and optimism. They delve into the contrasting growth of major indices, dissect the surprising economic stability in the face of earlier recession fears, and reflect on the unexpected resilience of the banking sector. The conversation spans critical topics, including the 2024 Fed rate cut concerns, the intricate dance between interest rates and consumer behavior, and the anticipation of an economic soft landing. The duo wraps up by sharing their investment strategies, exploring sector performances, and offering insights into what the future may hold for investors in 2024.
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