RiskReversal Pod cover image

What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital

RiskReversal Pod

00:00

The Market's Not Bottoming at 18 Plus Times Earnings

The market's not bottoming at 18 plus times earnings here. Earnings are going one way and they're going down, probably somewhere south of 200 bucks in S&P earnings. And the other thing is that we keep talking about is that retail has been buying the dip all year long. We talked about this last on the tape episode. There's been inflows and so this market is going to bottom when there's finally 50 billion of outflows, not inflows.

Play episode from 26:47
Transcript

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