Our 2024 Investing Hot Takes, Podcast Revamp, and Our Favorite Episodes From 2023
We're making a few changes in 2024...
Reminder: these are show notes that should be read in conjunction with the podcast. Do not expect these notes to be a polished research report. Enjoy the episode and listen wherever you get your podcasts!
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2024 Podcast Revamp
This week, we kick off the new year with a one-off episode of the podcast. We discuss changes we have made for 2024, our favorite episodes from 2023, and our investing hot takes for next year.
Here are some of the changes we are making:
Podcast name change
Updating the logo
Moving to two episodes a week instead of three (Sunday and Wednesday releases)
Slightly changing our content strategy
Listen to the episode for the full details (links above). Don’t worry, we are still intensely focused on researching stocks and getting better at investing, just as we were in 2023.
Our favorite podcast episodes from 2023
On this week’s episode, we each gave out our three favorite podcasts from 2023.
Brett’s favorite episodes:
Ryan’s favorite episodes:
2024 Investing Hot Takes
To close out the episode, we each gave out three investing “hot takes” for 2024. Listen to the episode for a full explanation.
Brett’s hot takes for this year:
The big three tobacco companies (Altria Group, British American Tobacco, Phillip Morris International) outperform the Magnificient Seven in 2024.
The cable TV bundle finally collapses.
Financials are the best-performing sector in 2024.
Ryan’s hot takes for this year:
The one-year United States Treasury Bond outperforms the Magnificent Seven in 2024.
Consumer Discretionary posts negative returns in 2024.
Match Group gets acquired or is up 50% by year-end.
Thank you to everyone who listened in 2023. Here’s to an even better 2024.