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10min chapter
Better Man with Fundstrat's Tom Lee & Brady Cobb of Sunburn Cannabis
RiskReversal Pod
Earnings Estimates, Economic Visibility, and September Outlook
This chapter covers the state of the S&P 500 and earnings estimates for Q3 2023, as well as the likelihood of a 2024 recession. It discusses economic visibility and its impact on market positioning, sentiment, and confidence in economic forecasts. The hosts also explore the potential for September to be a positive month for the markets and touch upon the volatility of Bitcoin.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode