
MRKT Call 12/29/2022: Liz Young's 2023 Outlook
RiskReversal Pod
00:00
The S&P 500 Is Up 49 Percent
On average 12 months out from a market bottom or in a recessionary environment the S&P is up 49 percent I agree with you Dan we probably can't get up 49 percent without some of those big cap tech names. Tech will still kind of carry its load but I don't think that it's going to be the stand-up performer this isn't a stay-at-home versus a reentry sort of recession right? We've seen this sort of they're flattening out they're plateauing at these levels but there's probably another leg and that next leg is where you're going to get the opportunity to buy these stocks and more reasonable valuation in the form of price to sales
Play episode from 33:40
Transcript


