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ALO14: Investing for a Decade of Dispersion ft. Clint Stone

Top Traders Unplugged

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The Anomaly of 2022

I definitely view 2022 as an anomalous year. It makes it makes sense what happened when you looked at what the market was pricing in for interest rate hikes and then what the Fed actually delivered in 2022. That is kind of a 2%. You know, if you look back at past hundred years in the United States and say how many years do we get bonds down stocks down? I could count on one hand, the number of years. And that's what happened. The next 10 are not going to look like the last 10. We had a period like, you know, people talk about 1966 to 82 where equity markets went up and down but you look back after 15 years. Had really

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