RiskReversal Pod cover image

2022 Year In Review + Listener Mailbag

RiskReversal Pod

00:00

What's the Number One Thing That People Aren't Really Paying Attention To?

Danny Cevallos: liquidity in the system is manageable, but it's going to create some hiccups for sure. He says S&P earnings estimates by most strategists are up about 5% every year; that's way too high at this time of stag-flationary environment. Cevallo: We're trying to put in a little bit of a near-term bottom here. Today's rip-borne action on Thursday afternoon is kind of eye-popping, but we have actually been in a pretty nasty sell-off.

Play episode from 12:09
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