Highlights:
Harvest ETFs CIO and Portfolio Manager Paul MacDonald joins the podcast to give his macro outlook for the markets in 2023.
Timestamps:
00:00 – Intro
01:30 – Why volatility has persisted
05:29 – How recessionary fears might play in the market
09:15 – Why the breadth of expectations is so wide
11:10 – Expectations for 2023
14:10 – How active management can give an advantage
16:15 – Summary
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