Market Update + Q&A for January 2023
See below for our January Market Update + Q&A. Summary points below the video.
Market Update & Q&A Video Summary (January 2023):
In our January 2023 Market Update we cover:
1:17 Leading Economic Indicators
7:27 Loan Demand and Write Offs
8:22 Yield Curve Inversions
16:17 Consumer Health
19:01 Dollar Index
25:38 US Savings Rate vs Credit Card Debt
Q&A Section
27:59 India, approach to interest rates
28:34 Crypto thoughts
30:44 ETFs and their place
31:48 Do you have a sense of what the government will do about the debt ceiling?
33:22 Investor Sentiment
36:39 Tesla and growth stocks
39:50 Thoughts on disruptive stocks
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The Willow Team
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