The Market Doesn’t Care About Your Feelings + A Cannabis Conversation
RiskReversal Pod
00:00
Home Builders - Is the Tenure Moving Back Up?
I don't think we're going to have a soft landing. And actually, if you look at years that you have a recession and you have a big market bottom because there's a recession that's basically confirmed, the upside for stocks is better after that. The thing that I'm going to probably talk about in my outlook for 2023, the market does not reset the cycle. A stock market rally does not give us an all clear. A beginning of a new business cycle gives us the all clear. This time is not necessarily different. So it's always different what puts us into the crisis and it does matter what puts us in it and how we come out of it.
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