RL193 — 2023 Key Events and Lessons

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the key events and investment lessons from 2023. They talk about the themes that shaped the investment landscape in 2023, why volatility is an investor’s best friend, and what the stock market taught us in 2023.

[00:00] Introduction

[01:36] The Benefits of Becoming a Disciplined Investor

[03:16] How Inflation and Rates Set the Tone For 2023

[05:25] Failing Banks and the Available Opportunities

[06:52] Why 2023 Was a Big Year for AI

[09:52] Things That Helped Us Avoid a Recession in 2023

[10:23] The Crypto Winter is Finally Over

[13:15] Rate Hikes and the Bond Market

[15:16] What the Stock Market Taught Us in 2023

[18:47] Don’t Fed Watch and Don’t Buy the Hype

[23:28] What’s Happening in the Macro-Economic Environment

[25:51] Why Volatility is an Investor’s Best Friend

[29:53] Investment Lessons Learned in 2023

[33:59] Is Your Liquid Cash Making You Money?

[34:58] Own What You Feel Comfortable Owning in Downtimes

[38:07] How to Use Options Wisely

[41:18] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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