Mid-Year Market Update: Are Things As Good As They Seem?

We’re halfway through the year, and it’s time to take stock. The AI narrative continues to power the equity bull market. Central banks have started to cut interest rates. And the US Presidential election looms large. We debate if things are as good as they look and what risks lie ahead for the second half of 2024. And in today’s Dumb Question of the Week: What isn’t priced in? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to ‎£⁠100. Just create and verify a Trading 212 account, make a minimum deposit of £1, and use the promo code "RAMIN" or via trading212.com/join/ramin When investing, your capital is at risk. Past performance doesn’t guarantee future results. Other fees may apply. Interest applies on the uninvested cash in your account. Free shares can be fractional. Terms apply. ---Get in touch 📧 [email protected] 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---Disclaimer This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice. Copyright 2023 Many Happy Returns