Eric Wallerstein
speaker
106 appearances
2 recordings
1 series
first heard Sep 2022
last heard Nov 2022
Eric Wallerstein’s voice in public audio — every appearance, attributed to the second.
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Appearances
Just a couple of weeks ago, we saw some of the best performances for the S&P 500 and the Nasdaq composite since the COVID crisis.
So
We're definitely seeing people bet that the Federal Reserve will pull back at some point.
Yeah, there is, you know, definitely a lasting legacy of the U.S.
's outperformance.
This cycle is going on its 12th year.
And, you know, research shows going back to the 70s, typically that only lasts about eight years.
So people have really grown accustomed to favoring U.S.
stocks.
And that 10 to 20 percent, that's about what we see in the data.
About 78 percent of equity ETFs and mutual funds are in U.S.
equities, as opposed to the other 22 percent in international stocks.
All that means is that that 10 to 20 percent might be doing better than the U.S.
stocks going forward, if you think that that cycle might correct.
But that's what that's there for.
I'm sure a financial advisor would tell investors.
So if anything, it's just a rotation.
And yeah, it's kind of to be expected as you buy and hold for a long period of time.
Yeah, so there's this never-ending cycle of bad news seemingly overseas.
Europe is in the midst of an energy crisis.
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