The Compound and Friends cover image

No Recession - Wall Street Economists Flip

The Compound and Friends

00:00

Earnings Season and Adjustments

In this chapter, they discuss the second week of earnings season and the need to adjust earnings on a sector basis. They analyze the performance of different sectors, highlight positive news of companies beating earnings expectations, and argue for a change in the narrative surrounding earnings recession.

Play episode from 04:53
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