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Mega Earnings Week On Tap with SoFi's Liz Young

RiskReversal Pod

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Market State and Earnings Releases

An analysis of the current state of the market, with emphasis on upcoming earnings releases from major tech companies and their implications for valuations. The discussion covers the behavior of the market in late cycle and the dominance of big cap tech names, as well as the movement of the yield curve and its impact on the economy. Concerns are raised about the rising S&P masking underlying damage and the feasibility of achieving high earnings growth.

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