AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
On The Tape
The Dangers of Being Cautious in the Market
Danny Cevallos: It gets dangerous now because the voices that are trying to warn or have concern get drowned out by the broader market with each passing day. He says analysts are cutting earnings estimates for S&P 500 companies for Q2 2023 by 2% aggregate during the first two months of the quarter. This decline is smaller than the five year average, the 10 year average,. The 15 year average and the 20 year average for this period. At some point, if there is an downward revisions period again, right, that could be the thing that causes investors to start thinking about where the S&P is trading at about 18 times.
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