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MacroVoices #359 Lyn Alden: 2023 Macro Outlook
Macro Voices
What's Happening in the Value Space?
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Lynne Johnson: Value stocks have had a rebound ever since the bottom in 2020. She says that value still really is probably the place to be going forward for at least several years. Inflationary environments, when you have just overall more inflation, that's when value tends to do well, she says. Morgan: I think banks are actually a pretty interesting place over a five-year period.
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