
MRKT Call 12/29/2022: Liz Young's 2023 Outlook
RiskReversal Pod
00:00
Is the Market Going to Send Mixed Messages in 2023?
The market sent a lot of mixed messages after inflation peaked. cyclicals in some of the best performing sectors which meant that the market wanted to believe that we were getting there and then you see some of those growthy things in the worst performing sectors but interestingly tech wasn't even negative so the market was confused. I'm not a big believer that tech is gonna be the darling of that recovery it doesn't mean they're gonna do poorly but I do think that something like Fama French could start to work again. If this recession occurs it's going to be what I would call a more classic recession where we flush the economy we flush the market and then the recovery on the other side should be
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