In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.
Timestamps
00:00 Introduction
00:31 The Fed Holds Rates Steady
01:39 Bank Failures
02:31 Jerome Powell’s Thoughts On Inflation
03:26 Outlook For Interest Rate Cuts
04:25 Are We in a Bull Market?
05:20 Concentrated Stock Markets
07:08 AI and the Stock Market Rally
08:13 Look Under the AI Hood
09:04 Bonds in 2023
10:24 Bond Investors Looking for High Yields
11:35 Market Takeaways for 2023
Read about topics from this episode.
May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-corner
Strong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizon
Fed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skip
U.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-2023
5 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-market
What Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worth
BlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-can
Regulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase
What to watch from Morningstar.
Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5w
Double Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQss
What to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKI
Just Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
How to Get the Most Out of Your Bond Investments
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
The Long View
Simple, but Not Easy
Investing Insights (Video)