We Study Billionaires - The Investor’s Podcast Network TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
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Jan 27, 2023 Trey chats with Eddy Elfenbein, a portfolio manager and editor of Crossing Wall Street, known for his impressive 'Buy List' strategy. They delve deep into the ups and downs of 2022's stock performance and what his 2023 list looks like, including which five stocks are swapped out. Eddy reveals surprising stock performances and discusses undervalued picks. The conversation also touches on market volatility, non-tech stock successes, and the importance of adapting to economic shifts in investment strategies.
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Difficult 2022
- 2022 was a difficult year, tempting to break the rules and make changes.
- Sticking to the plan prevents panic and emotional decisions.
Flat is Good
- Flat ETF performance is positive, considering the all-equities portfolio.
- Long-term outperformance results from weathering difficult years better than others.
Macro Impact
- Consider the impact of macroeconomic themes when making investment decisions.
- The Federal Reserve's actions significantly influenced market behavior in 2022.