2023 was an incredible year for markets, with the S&P500 up 26% on the year. Where was the recession that everyone called for, including myself? More importantly, what lies ahead for 2024?

We answer these questions, and more in this episode. What drove the market returns in 2023, and can we expect more of the same in 2024? Will this year be positive or negative with the election this fall? How will the end of the Bank Term Funding Program impact the banking sector?

Listen in to find out.