Cyclical Stocks Outperform, Inflation Drops to 3.5% by Q3: 2023 Outlook

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Cyclical Stocks Outperform, Inflation Drops to 3.5% by Q3: 2023 Outlook

Barry Knapp of Ironsides Macroeconomics with the (mostly) optimistic outlook for the economy and markets in the year ahead...

Jan 05, 2023

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Barry Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why he's expecting inflation…

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Guest Feature

Each guest has a contrarian take on a current narrative in global financial markets. The guest is questioned and challenged on this thesis and asked to supply investments ie stocks and funds that may benefit -- with the understanding that this is not investment advice.

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