Blockworks Macro – Forward Guidance: Victoria Talks on 2022’s Market Troubles

After a confusing year for many investors, Victoria joins the show to asses current market conditions. Reflecting on the past 10 years of stock market performance, Victoria describes why now is not a “buy the dip” scenario. After seeing exuberance in certain equities, Victoria explains why she is more interested in value equities as we undergo Fed tightening, recession risk and market liquidity issues. To hear Victoria’s thoughts, you’ll have to tune in!

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2022 Q3 Market Update

The stages of a bear market often mirror the grieving process. Denial at first, followed by anger, bargaining, depression [current stage] and finally, acceptance. For investors, frequently instead of acceptance there is an overwhelming desire to capitulate. The world feels darkest before the dawn, but it is terrifying in the dark. Controlling our fear of the future, the unknown, and the losses piling up can be difficult. None of us have a crystal ball, but we do our best to make predictions about the future based on sound historical data and patterns. We warned back in March we thought we would have a recession and a bear market, and now that we are bearing the brunt of a bear market, the million-dollar question is when do we hit bottom?

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