August Market Update: What Caught Our Eye In July

August 8, 2023

In the August investment edition of the Wealthy Behavior podcast, I talk once again to Heritage’s Chief Investment Officer, Bob Weisse, about the markets, economy, and the things investors need to know now.

Specifically, despite many worries – bank failures, record high inflation, debt ceiling debates, recession watch…markets are having a very strong year. What lessons should investors take away from 2023?

We also discussed the U.S. credit rating downgrade, the difference in performance between value and growth stocks, and why inflation might be stickier than we’d like given:

  • Oil prices jumping
  • Record global oil consumption
  • Housing prices gains

We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

August Market Update: What Caught Our Eye In July

Available through the link in title and wherever you get your podcasts

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