Is the Stock Market Goofy?

If you're bearish stock, forget about the economy. What's your answer to that if 300 of the S&P 500 companies adopt that playbook and keep their earnings growing? You know what it is? No revenue growth. It's time. And we also have unemployment at 50. We have seen it in the headlines though. How many days, how many days a week are you seeing unemployment headlines? Listen, I will give you that. But let me just tell you this: You cannot, at certain point, you know, like those cost cuts are going to work their way into the economy where you have lots of debt that's going to be reset at much higher rates here.

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app