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Michael Batnick & Ben Carlson’s Year-End Strategy Session Recap

In case you missed it, the hosts of the “Animal Spirits Podcast,” Michael Batnick, Managing Partner at Ritholtz Wealth Management, and Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, joined YCharts to share their insights on the charts that defined 2023 and offered guidance to elevate your strategy heading into 2024. They also discussed how they use YCharts in their financial analysis, decision-making, and communication to provide a unique perspective on various market topics.

Get exclusive access to the compelling visuals that shaped Michael and Ben’s discussion by downloading “The Top 23 Charts of 2023” deck. This comprehensive collection of visuals can assist you in presenting complex market trends and strategies clearly and effectively to your clients.

Dowload the expertly-curated ‘Top 23 Charts of 2023’ deck for essential visuals on the year’s key market and economic trends

Value vs Growth 2022 – 2023

Heading into 2023, Michael Batnick predicted that Value stocks would continue their outperformance over Growth stocks, in large part because he believed that divergence between large-cap value stocks still had room to run to catch up to large-cap growth after small-cap value stocks created such a big gap between small cap growth heading into 2023. 

Batnick joked he was right on his prediction “for a total of three days,” as growth surged 38.05% in 2023 compared to value’s 6.37% performance. 

A chart showing the performance of value (IWD) vs growth (IWF) in 2023

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Despite the big performance from growth in 2023, Michael and Ben’s premise that you can’t tell the story of 2023 without looking at 2022 shows that growth and value are within spitting distance of each other over a two-year period. 

A chart showing the performance of value (IWD) vs growth (IWF) from 2022 through 2023

Download Visual | Modify in YCharts

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3. Download a copy of The Top Charts of 2023 slide deck:

Dowload the expertly-curated ‘Top 23 Charts of 2023’ deck for essential visuals on the year’s key market and economic trends

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