7min chapter

RiskReversal Pod cover image

The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management

RiskReversal Pod

CHAPTER

Expectation of Margin Expansion and Federal Reserve Speeches

This chapter discusses the expectation of margin expansion and the relationship between earnings growth, revenue growth, and cost cutting. It also focuses on upcoming speeches by various officials from the Federal Reserve and the potential for divergences in their messages.

00:00

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