December 23, 2022 – For these last two weeks of the year we’re going to be playing a couple of interviews we did on our weekday FS Insider podcast on long-term investment themes. We believe this particular interview with David Abramson, the Chief US Strategist and Director of Research at Alpine Macro, provided a tremendous amount of insight into the macro environment not just as we approach 2023, but also for the next several years as well. David discusses the key takeaways from their large investment conference held in October, including the expectation for ongoing outperformance in the energy sector, a potential ten-year curse overhanging the tech space, and why volatility will likely be a system feature and not a bug in the years ahead.
As always, if you’re not already a subscriber to our weekday FS Insider podcast and would like to gain access to all of our interviews airing 3 days during the week with top-name strategists, investors, and book authors, click here to subscribe. And if you weren’t already aware, all of our podcasts can be listened to both on our website and also through a podcast app on your mobile device. So, without further ado, we’d like to wish all of you a Merry Christmas and a happy holiday season, and hope you enjoy today’s interview with David Abramson, originally airing on FS Insider November 15th.