114: A Stock Picker's Guide To 2023
The Bid
Is the Fed Dominating the Headlines?
I definitely think inflation is peaked for the cycle. The Fed has done a lot of heavy lifting. We've had the steepest series of rate increases in the last 40 years, not to mention add in quantitative tightening. And so I really think there's an opportunity for barbelling both value and growth in investor portfolios.
As investors have said a relieved goodbye to 2022, where we saw high inflation, market volatility, supply chain shocks, labor market shifts, and interest rate hikes, what can stock pickers look forward to in 2023? To help us answer that question, host Oscar Pulido welcomes back a Bid regular, BlackRock's CIO of US Fundamental Equities, Tony DeSpirito.
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