MI245: A Year in Review w/ Rebecca Hotsko
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 3 January 2023
⏱️ 58 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.7 | Hey everyone, welcome back to the millennial investing podcast. |
| 0:06.6 | As always, I'm your host, Rebecca Hotsko. |
| 0:09.7 | And for today's episode, it's going to be a little bit different. |
| 0:13.0 | It's just me because I wanted to do an end of the year recap of 2022 and go over what happened in markets and share some of my biggest learnings and |
| 0:22.8 | takeaways from the guests that I've had on this year. I know that I've learned an incredible |
| 0:27.5 | amount from speaking with so many great guests over the past six months. And so this episode |
| 0:32.8 | will be all about the most important takeaways and how we can use this knowledge to be better investors |
| 0:39.2 | and in our own investment strategy going forward. So with that all said, I really hope you |
| 0:46.0 | enjoy today's year-end episode. You're listening to Millennial Investing by the Investors Podcast Network, |
| 0:53.2 | where your hosts Robert Leonard and Rebecca Hotsko, |
| 0:56.7 | interview successful entrepreneurs, business leaders and investors to help educate and inspire |
| 1:01.7 | the millennial generation. |
| 1:16.8 | So to kick things off today, I wanted to start off by running through a recap of the market, |
| 1:21.3 | go over the best and worst performing sectors to get a sense of where we are today. |
| 1:27.0 | What's been really interesting about this year is that on an average basis, it looks like it wasn't too bad. But really, when we |
| 1:28.7 | dive into the data on an industry level, the average is being pushed up by the energy sector |
| 1:34.4 | in terms of price performance and earnings growth, where if the energy sector was excluded from |
| 1:40.6 | the index, the total earnings for the S&P 500 index would actually have declined by |
| 1:46.9 | almost 2% rather than the 5% growth that is expected. So the market as a whole has really been |
| 1:54.2 | driven by energy, which isn't a surprise to many of us. We've heard this from lots of guests on the show. |
| 2:00.5 | But jumping into this in a bit more |
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