AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Earnings Season Is Strong (So Far) | Sam Burns
Forward Guidance
What Are You Most Bullish On?
I think the tech weakness will probably work itself out over the next few months. But I'm still underweight some of those tech related names for now. The bond market doesn't look particularly attractive right now. There's still risk in China, but I don't see that being a big secular growth story. It's going to be a bumpy ride there as well.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode