As we reflect on the year that just passed and attempt to forecast what may be in store for this new year, we can’t help but wonder if 2023 was the grand finale of the many unique pandemic distortions that have kept us guessing for the past four years. From the Summer of spending on experiences at any cost, to the surprise acceleration in GDP growth following the Federal Reserve’s signaled final rate hike, 2023 was another year for the history books.

The number of unprecedented “firsts” that we have experienced over the last few years is enough to cause any economic PhD’s head to spin. We can’t help but think that history may ultimately repeat itself as this cycle wears on, but, for now, we are still in an economic twilight zone.

Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, made a guest appearance on CNBC’s Closing Bell to discuss the tech companies she believes has more upside potential.

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss Amazon’s earnings. Her commentary begins at the 1:17 mark.

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss her view on Apple’s earnings and the company’s future. Her commentary begins at the 2:26 mark.

The last several years have been full of unexpected surprises, with the most recent one being the lack of a recession given that many economists had been repeatedly predicting that one was surely just six months away.

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a guest appearance on CNBC’s Closing Bell on April 27, 2023 to share her views on Amazon ahead of the company’s reporting earnings.

In the investment arena, there is another unwelcome “S” word that most people prefer not to speak of. That word is stagflation.

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined CNBC’s Squawk Box on March 20, 2023 to share her views on the Fed’s interest rates plan.

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report to share her views on the current environment for regional banks. Her commentary begins at the 4:29 mark.

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a special appearance on CNBC’s Special: Taking Stock on March 6, 2023 to discuss the 60/40 portfolio.

On February 24th, 2023, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share her view on consumer strength in the current market environment. Her commentary begins at the 3:51 mark.

On February 10, 2023, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to discuss the potential impact of rising rates on valuation multiples.

The beginning of every new year always brings opportunity for fresh perspectives, and usually expectations of improving upon the prior year.

On December 21st, 2022, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to share her views on earnings as we head into 2023. Her commentary begins at the 3:08 mark.

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on bonds in this environment.

On December 8th, 2022, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share our views on the energy sector. Her commentary begins at the 2:05 mark.

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on inflation.

As financial markets continue to deliver volatile and negative returns this year, it certainly feels like one of the biggest tests of patience we have collectively felt in a very long time.

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC’s Closing Bell: Overtime to discuss the day’s market activity and where they sees stocks heading from here. Brenda’s commentary begins at the 9:05 mark.