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Will the Fed Thread the Needle? with Itay Vinik
Bankless
The Bear Market in 2022
I think 2022 was not a traditional bear market in multiple senses. I think it's more of a re-rating cycle, wherein the economy is still strong, but valuations were just too high for the current interest rate environment they were changing. So the market re-rated. The question now is whether or not we're going into a traditionalbear market once the re-rating was complete. That's more or less where I'm at.
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