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Inflation, Interest Rates & Investing into 2024

by PracticeCFO | December 22, 2023

Inflation is down and the stock market is rallying in response. But the Fed is exercising caution before it lowers interest rates.

What does that mean for you and me? What should we be investing in right now?

Paul Lipcious, CPA, serves as Partner and Senior CFO Advisor and Brandon Hobson, CFA, CPA, is Chief Investment Officer at Practice CFO.

On this episode of The Dental Board Room Podcast, Brandon and Paul join host Drew Phillips for the continuation of The Dental Board Room Podcast's quarterly investment podcast series.

Brandon, Paul and Drew explain why the current markets are overly optimistic and where interest rates are likely to go in Q1 and Q2 of next year. 

They go on to discuss what sectors they favor moving into 2024 and how they’re making decisions around equity allocations based on the current economic environment.

Listen in to understand what factors might create a softening of the real estate market and learn why Brandon, Paul and Drew recommend sticking to a long-term investment strategy versus trying to time the market.

Topics Covered

How the Fed might respond to the recent improvement in core inflation numbers

Why the markets are being overly optimistic by pricing in the Fed’s next move

The Magnificent 7 stocks that are driving market performance right now

Why we can’t count on the continued growth of the Magnificent 7

What sectors Brandon, Paul and Drew favor moving into 2024

Where interest rates might go from here and how they’re influenced by employment, inflation and fiscal policy

The likelihood that quantitative tightening will hold through next year

How to adjust portfolio allocations in lieu of the decrease in the 10-year yield

How Practice CFO is making decisions around equity allocations based on the current economy

What differentiates value vs. growth stocks (and why we prefer value over growth)

How to assess the health of a company based on capitalization and debt loads

How wage inflation is affecting dentists and dental specialists

How interest rates and inflation influence real estate and what factors might create a softening in the market

Why time in the market is more important than timing the market

Connect with Brandon Hobson & Paul Lipcius

Brandon at Practice CFO

Paul at Practice CFO

Resources 

Jerome Powell’s Speech on November 30, 2023

‘What’s Going on in the Housing Market?’ in The Wall Street Journal

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This commentary contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this commentary will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

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