Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023

good, but not nearly as good as he usaually is, i pressume he was sick

Meh. I was hoping to get more out of it. Was great for a 101 update look at the "market"... but I find it discouraging that someone would consider SPY without mentioning the risk-reward premium on bonds right now compared to SPY. I mean he was literally talking about standard deviation of SPY but failed to recognize how the AGG has been down 2 years in a row for the first time ever and is down the most in one year since pre-civil war. But sure - buy stocks! Would love to see him debate Keith @ hedgeye.