Year Behind, Year Ahead - Special 2023 White Paper

1

Introduction

00:00 • 3min

2

The Great Financial Crisis - What's Next for the Markets?

02:34 • 3min

3

What Happened in 2022?

05:25 • 3min

4

What a Great Year for the Stocks and Indexes

08:17 • 3min

5

What We Need to Know About Bond Market Performance

11:01 • 4min

6

What's the Story of Multiple Contraction?

14:54 • 6min

7

The Fed Focus Is Overdone

20:50 • 2min

8

The a Plus Was Deserved

22:27 • 4min

9

Themes for 2023

26:57 • 3min

10

The Fed Funds Rate Is Going to Be Lower by the End of the Year

30:14 • 3min

11

Is There a Recession in the S&P 500?

33:14 • 2min

12

The White Paper Says Value Outperforms Growth Again

34:48 • 2min

13

Is There a Reversion to the Mean in Growth?

37:10 • 3min

14

I Think Emerging Markets Are a Powerful Growth Story in 2023

39:43 • 3min

15

I Am a Housing Bear and I'm a Bear on Private Markets

42:58 • 3min

16

The Biggest Fundamental Question Is What to Expect From the Market

46:00 • 1min

17

Investment Opportunities Reference Tyrion

47:25 • 2min