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#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
Joe Fahmy (@jfahmy), a portfolio manager at Zor Capital, LLC, a New York-based investment management firm, joins Julia La Roche on episode 47 to share his 2023 market outlook.
In this episode, Joe shares his 2023 outlook and why he thinks the biotech sector is poised to outperform the S&P. He also reflects back on lessons gleaned from the challenging environment in 2022.
Joe explains why having a big-picture macro view is important, but there’s no need to obsess over it. He also shares why “don’t fight the Fed” has resonated with this trading and investment style in recent years and how folks…
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