NDR:  Ed Clissold on Facts vs Feelings

Tune in to Carson's Facts vs Feelings always entertaining episode with Ed Clissold as he reviews NDR's 2024 U.S. Outlook. Together they discuss:

• Ed’s over 20 years at NDR, emphasizing the collaborative and data-driven approach
• Whether the Fed can successfully achieve a soft landing for the economy and the potential turbulence ahead
• The chance of a recession and the factors contributing to this risk
• The political implications for the Fed's decision-making process
• The importance of considering both soft data and hard data in analyzing the economy and the mixed signals they provide
• The historical market performance during presidential election years
• The potential rotation towards small and mid-cap stocks
• Jerome Powell's performance as the Fed Chair
• The favored sectors and the underweighted sectors for the upcoming year