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Cryptocurrency ETFs - The Story of 2022
The Federal Reserve said, we're going to take risk off the table. That completely warped the market. All of these areas that are much risk year, they had a free ride,. They had a backstop. We saw these enormous rallies in this. Meanwhile, the boring areas, the value areas, the low volatility areas were really left behind. The story of 2022 was we completely unspooled that.
Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his list for 2023. Eddy's 'Buy List' has beaten the S&P 500 by 102% over the last 17 years.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:08 - How the 2022 list performed during one of the worst stock market years on record.
06:12 - Which five stocks Eddy swapped out for 2023 and why.
20:58 - Which stock performance surprised Eddy the most.
39:07 - An overview of the 2023 list and which stocks the TIP finance tool considers to be the most undervalued.
47:39 - Eddy’s thoughts on the markets.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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