Sticking With a Game Plan

It’s peak season in Nola with Jazz Fest, the Zurich Classic, the Pels in the Playoffs, and town is buzzing. We’ll zoom out to examine what all that spending means for the national economy. We’ll also look at wide-breadth market participation and why despite a sell-off in tech, the rest of the market is holding up well. We finish with a rearview mirror view of COVID-era oil prices, how we missed a recession, and what we’re expecting for the rest of this year.

Key Takeaways

[00:20] - Fun times in Nola and what that means for the national economy [03:00] - Mixed signals from the country’s biggest economists [06:38] - Things look good with the rest of the 495 S&P stocks [12:18] - The COVID oil crash and why you stick with a game plan [18:20] - Looking back at how we missed a recession & ahead to the rest of 2024

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