RiskReversal Pod cover image

Better Man with Fundstrat's Tom Lee & Brady Cobb of Sunburn Cannabis

RiskReversal Pod

00:00

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.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner