AI is transforming industries at a rapid pace—and it’s impacting your investments more than you might think.

Join David Koren as he sits down with colleague and seasoned portfolio manager Mike Smith to dissect the 2024 mid-year market update. With insights into the performance of the S&P 500, bond market, and the heavy influence of tech giants. Gain a better understanding of current market dynamics, the profound impact of burgeoning sectors like AI on future trends, and more!

David and Mike discuss: 

• The S&P 500’s performance so far in 2024 with a focus on the big six tech giants.
• The semiconductor sector’s significant outperformance due to AI advancements.
• Structural shifts in the market, including the impact of massive corporate share buybacks.
• Forward-looking discussion on how AI is poised to revolutionize numerous industries and everyday life
• And more

Resources:

• 2024 Outlook: A Discussion on Investment Opportunities and Potential Concerns
• CHIPS and Science Act 

Connect with David Koren: 

• RVA Wealth Management
• LinkedIn: David Koren
• (804) 497-2100

Connect with Mike Smith:

• RVA Wealth Management
• LinkedIn: Michael Smith
• mike@rvawm.com
• (804) 622-1728

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