Episode Number 100!

Thanks for joining us each week for 100 episodes of the Lagniappe Podcast. We’ll continue our conversation from last week about small and large caps and what it means to have such a large gap between them. We’ll then look back on a great January and how it falls in line historically, check in on bond market predictions, and track the normalization of the economy after rapid growth and rate hikes. And like every other podcast, we’ll discuss Taylor Swift in the run-up to the Super Bowl.

Key Takeaways

[00:18] - Historical data on times when small and large caps had such wide dispersions [05:48] - How a fantastic start to 2024 stacks up with historical Januarys [08:28] - A friendly back-and-forth on Doug’s bond market prediction from last year [13:52] - Layoffs are here as the economy slows [17:46] - Emerging housing markets index [22:45] - The economics of the Super Bowl and Taylor Swift

Links