It’s been a rough year for the stock market. A pessimistic outlook for the American economy has hammered the stock prices of many companies. In anticipation of a contracting economy and higher interest rates, several investors are reassessing their strategies and their allocations.

But is the negative outlook already fully baked in? Have valuation multiples fallen so low that the pendulum might actually be due to swing the other way?

7investing CEO Simon Erickson recently sat down with retired money manager Puru Saxena to discuss the status quo of the American economy and how it might impact the stock market in 2022.

In this follow-up conversation (which was originally broadcast live to 7investing’s Community Forum), Simon shares his key takeaways from that conversation with 7investing Marketing Manager JT Street.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Apple, MercadoLibre, Meta Platforms, Netflix, Nu Holdings, QuantumScape, and Zoom Video Communications. 7investing’s advisors or its guests may have positions in the companies mentioned.

Transcript

Coming soon!