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Expect the Unexpected

Published on December 1, 2023

Charlie Bilello
Chief Market Strategist
Peter Mallouk
President & CEO
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The past year in the markets can be boiled down to one phrase: expect the unexpected. Throughout 2023, unforeseen events have unfolded, and Peter and Charlie guide us through the pivotal ones while illustrating the folly of forecasting. Additionally, they discuss Charlie Munger’s “secrets to a happy life” and how income and wealth can influence levels of happiness. Lastly, they decipher whether there’s any signal in the low consumer sentiment and small-cap underperformance we’ve seen lately.

Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

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