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EssentialDon't Wait Until January

Part 3: How to Position (Now!) for 2023

Featuring James Helliwell and Michael Coolbaugh

Nov 29, 2022 • 63 minutes

Essential

Don't Wait Until January

Part 3: How to Position (Now!) for 2023

'Tis the season to get your portfolio ready for a new year.

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Featuring James Helliwell and Michael Coolbaugh

Nov 29, 2022 • 63 minutes

“I think waiting until January,” explains Real Vision macro analyst Michael Coolbaugh, “you're already behind the eight ball because institutions will start putting capital to work with whatever their views are.” In the third episode of our miniseries on preparing for the year ahead, we pull back the curtain on the kinds of conversations we have during in-house editorial meetings, as Mike and his fellow macro analyst James Helliwell discuss the potential scenarios that will drive institutional money in 2023 and appropriate portfolio responses we can begin to implement right now. Recorded on November 17, 2022.

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The year is ending, the holidays are approaching. As everyone winds down, the smart time for investors to get ahead of the curve is now. "Don't Wait Until January" is a four-part special that digs into the psychology around portfolio management in this season, what we can learn from the history of January markets, and how to start positioning yourself now for 2023.

More Episodes

The year is ending, the holidays are approaching. As everyone winds down, the smart time for investors to get ahead of the curve is now. "Don't Wait Until January" is a four-part special that digs into the psychology around portfolio management in this season, what we can learn from the history of January markets, and how to start positioning yourself now for 2023.

More Episodes

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