Join Paul and Garrett for a comprehensive year-end review of 2023. They conduct an in-depth year-end review of 2023, thoroughly analyzing vital financial trends and insights. They dissect a wide range of topics, from the behaviors of fund managers to global market dynamics, and delve into personal finance strategies and the impact of inflation on consumers and businesses. This episode serves as an essential summary of the year's financial landscape, offering listeners valuable financial planning and decision-making perspectives.

Key Points From This Episode

• Fund managers' reluctance to invest in their managed funds
• US stock market's growth, highlighted by Apple's market cap
• Rolexes outperformed traditional investments over a decade
• Inflation's influence on business strategies and consumer decisions
• Rising inflation driving alternative income sources
• Dynamic shifts in American income distribution
• High tax burdens for top earners, especially in California
• Increasing credit card fees and interest rates
• China's declining fertility rate and economic implications
• Costco's significant dominance in the cashew market
• The importance of intelligent investing strategies

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Useful Links

Garrett on LinkedIn

Paul on LinkedIn

Ascend Investment Partners