top of page
  • roshanloungani

2023 Key Events and Lessons

RL193 - 2023 Key Events and Lessons

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the key events and investment lessons from 2023. They talk about the themes that shaped the investment landscape in 2023, why volatility is an investor’s best friend, and what the stock market taught us in 2023. Listen now to hear about the 2023 Key Events and Lessons.

[00:00] Introduction

[01:36] The Benefits of Becoming a Disciplined Investor

[03:16] How Inflation and Rates Set the Tone For 2023

[05:25] Failing Banks and the Available Opportunities

[06:52] Why 2023 Was a Big Year for AI

[09:52] Things That Helped Us Avoid a Recession in 2023

[10:23] The Crypto Winter is Finally Over

[13:15] Rate Hikes and the Bond Market

[15:16] What the Stock Market Taught Us in 2023

[18:47] Don’t Fed Watch and Don’t Buy the Hype

[23:28] What’s Happening in the Macro-Economic Environment

[25:51] Why Volatility is an Investor’s Best Friend

[29:53] Investment Lessons Learned in 2023

[33:59] Is Your Liquid Cash Making You Money?

[34:58] Own What You Feel Comfortable Owning in Downtimes

[38:07] How to Use Options Wisely

[41:18] Parting Thoughts

For more links and the full show notes keep scrolling down!

Roshan Loungani can be reached at or at 202-536-4468.

Erik Olson can be reached at or 815-940-4652.

Adrian Nicholson can be reached at or at 703-915-8905.

Select episodes, like this one, can be found on YouTube:

For other links to listen NOW! 

Follow Us At:

Full Show Notes:

Lessons From 2023

2023 has been a year full of ups and downs. As we head into the new year, it would be best to go in with a clear strategy to steer clear of common pitfalls.  


1. Don’t Fed Watch

Everybody knows that it’s never a good idea to fight the Fed. And although most people never fight the Fed, they do something that’s almost as disastrous: they continuously watch the Fed. Going on a year-long obsession with the Fed’s every move will always turn into a futile guessing game. Instead of reacting to every rate fluctuation, consider a longer-term view. Think outside the box. Sectors hit by heightened fears, like banks and housing-related stocks, could offer opportunities as the market stabilizes.


2. Don’t Fall for the Hype

The dominance of a few celebrity stocks in the market can overshadow broader trends. The “Magnificent Seven,” comprising tech giants, make up a significant portion of the S&P 500. However, this winner-takes-all approach tends to be short-lived. Look beyond the hype at overlooked opportunities, such as small-cap stocks in the Russell 2000 index. Less coverage often means more market inefficiency and, consequently, more growth opportunities.


3. Embrace Volatility:

Volatility is uncomfortable, but it often presents investment opportunities. Buying low is a common goal, but when volatility strikes, many hesitate. Instead of fearing market fluctuations, view volatility as a friend. Opportunities often arise when valuations are low, and the potential for profit is high. So, when people are panicking, stay calm. You are a long-term investor; volatility is the building block of your investment strategy. 


Links and Resources:

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

47 views0 comments


bottom of page