“Off the Wall” Podcast

A Year in Review: 2022 Market Recap & Key Investing Takeaways for 2023

Jan 10, 2023 Market & Economic Updates

2023 is finally here…and we have some important things to reflect on.  

2022 was a year full of negative performance in many markets, but it just goes to show that you must keep your eye on relative performance in a year as volatile as 2022.  

In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team to discuss some key takeaways from 2022 that you can carry with you into the New Year. 

Listen in to hear their annual market recap for 2022 – highlighting some broad market indicators, surprises we encountered, and the biggest lessons we can carry into 2023. They talk about why it’s important to know what stocks you own, how to decide whether to keep your cash or invest it, and what they’re specifically watching in 2023. They also share their opinion on why you might want to rethink ESG investing strategies. 

“The prediction I’ll make [for 2023] is that fundamentals will matter. We’re in a show me market. So, if we’re in a show me market where fundamentals matter, we need to see free cash flow on a balance sheet. Long gone are the days of free money.” – Nate Tonsager, CIPM | Portfolio Management Associate

 

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.

Episode Timeline/Key Highlights:

[00:50] Introducing the topic of today’s episode.

[01:38] Broad Market Indicators for 2022

[04:28] What performed well in 2022?

[05:45] What equity markets did and didn’t perform well in 2022?

[10:34] Why public non-traded REITS are a bright spot of 2022.

[11:51] The biggest economic surprises of 2022.

[18:32] Positive takeaways from 2022 you can take into the New Year.

[28:29] What we’re watching in 2023: Growth stocks, commodities, non-US stocks, and more!

[30:00] Here’s another way to “file this away” for another time…

[32:09] 2023 Predictions + Will inflation surge higher in 2023 or have we hit peak inflation?

Resources Mentioned:

Here’s (Almost) Everything Wall Street Expects in 2022: https://bloom.bg/3Xj69IM

Here’s (Almost) Everything Wall Street Expects in 2023: https://bit.ly/3VYppdv

About "Off The Wall"

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it’s your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.

Related "Off the Wall" Podcasts

Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.

Mar 10, 2025 Investing & Portfolio Strategies

The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup Knomee.

Feb 12, 2025 Choosing an Advisor

Happy 2025! We’re reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why. In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David Armstrong, CFA® are joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®.

Jan 16, 2025 Investing & Portfolio Strategies

Get Monument #Unfiltered: Our Free Private Wealth Newsletter

Our no B.S. wealth advice delivered 2x per month, max. Tuned specifically for busy, high-net-worth business professionals and investors who want straightforward advice without the fluff.

Unlike Facebook, we'll never share your data with anyone.

Recent Insights & Awards