MRKT Matrix cover image

What The Fed Really Said

MRKT Matrix

00:00

The Stock Market Is Down and It's Easy to Miss on Earnings in 2023

I think consensus estimates for earnings in 2023 are still too high I don't even think we'll end up flat. There should be a contraction in earnings year over year given everything that we've heard. It's gonna take the year turning into 2023 to really hear the concrete analysis of that from companies. When you go home will you have eggnog does anybody obviously yeah Eggnog does terrible things to my constant and sofai blog at sofai.com there's a new section called on the money which is where we put all of our insights on how to get your money right including my stuff.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app