Welcome to Finance Roundtable, the podcast dedicated to demystifying money. In this episode, Professor Jacob Gold, Michael Cochell, and Kelvin Gold dive deep into the world of finance, bringing you insights, expert opinions, and valuable discussions. Get ready for an enlightening conversation as the hosts are joined by special guest David Giroux, a seasoned investor and renowned figure in the financial world.

In this episode:

• Exclusive Guest: David Giroux: Join the hosts in welcoming David Giroux, a two-time Morningstar Mutual Fund Manager of the Year for the T. Rowe Price Capital Appreciation Fund and a key figure in Barron's Roundtable.
• Insights from the Barron's Roundtable: Discover the behind-the-scenes dynamics of the prestigious Barron's Roundtable, where David shares experiences and sheds light on the process.
• Market Predictions and Volatility: Gain valuable insights into market predictions, volatility, and the factors influencing the finance landscape, especially in the context of recent events.
• AI and its Impact on Productivity: Explore the early days of Artificial Intelligence (AI) and its potential impact on productivity. David shares forecasts, discussing the transformative role of AI in various industries.
• Investing in Companies, Not Markets: Learn the importance of investing in individual companies rather than focusing solely on market trends. David emphasizes the significance of understanding the companies that make AI advancements possible.
• Market Sentiment and Investing Strategy: Uncover valuable tips on navigating market sentiment and making strategic investment decisions, including the counterintuitive approach of adding risk assets when things feel challenging.
• The Future of AI and Market Dynamics: Delve into the potential outcomes of the AI revolution, considering the competition among semiconductor companies and the shifting dynamics in the tech landscape.

Whether you're a seasoned investor or just starting your financial journey, this episode offers a wealth of knowledge and practical insights. Tune in to the Finance Roundtable and join the conversation that transcends market trends, providing you with the tools to navigate the ever-evolving world of finance.

Don't miss out on this enlightening episode! Sit back, relax, and enjoy the Finance Roundtable podcast. Remember, the best investments are the ones you understand.

Season two of Finance Roundtable is rolling out the red carpet for your eyes and ears as we elevate our game with a shiny new studio and video broadcasting! Join us, Jacob Gold, Michael Cochell, and Kelvin Gold, as we embark on a journey through the throbbing heart of financial markets in 2024, with a closer look at the recent index surges and investor optimism sparked by the Federal Reserve's rate hints. Expect a unique blend of heartfelt reflections on past lessons and a forward-looking analysis that promises not just to educate but to forge a stronger connection with you, our esteemed audience.

Wave goodbye to cookie-cutter advice because we're leaving generalities at the door. In our Investment Disclaimer, we get real about the unpredictability of markets and why past performance is like looking in the rearview mirror when you should be watching the road. No crystal balls here—just honest, expert insights from our in-house mavens, minus the external chatter.

Navigate the economic twists of 2024 with us as we unpack the latest insights from Gene Goldman, Cetera Investment Management’s Chief Investment Officer. Prepare to grasp the intricacies of the Federal Reserve's potential rate cuts and the implications for a market thirsty for good news. We'll dissect the strength and resilience of crucial sectors that could dictate whether we'll face a mild recession or achieve the coveted 'soft landing.' As volatility becomes a staple in financial markets, Gene and I will guide you through adapting your investment strategies to thrive in this new, dynamic environment. And for those wondering if the time-tested 60-40 investment portfolio has made a comeback, we've got the lowdown on its resurgence in the face of shifting economic tides.

The dance between risk and reward in the stock market gets especially intricate when geopolitical tremors shake the scene. In the face of looming uncertainties from global conflicts to presidential elections, diversification isn't just a strategy—it's a necessity. We'll peer into the crystal ball of offshore betting odds for a unique perspective on the 2024 election, questioning the reliability of traditional polls and what history tells us about market performance in election years. With a long-term investment horizon in our sights, join Gene and me for a candid and critical exploration of the factors that could sway your portfolio and the wisdom in staying the course through the market's ebb and flow.