15min chapter

Animal Spirits Podcast cover image

The Cash-Returning Machine (EP.343)

Animal Spirits Podcast

CHAPTER

The Importance of Earnings and the Impact of AI on the Market

This chapter explores the significance of earnings in driving the market over the long term and discusses the potential impact of AI on future revenues and profits. The hosts question whether stocks have already priced in the benefits of AI and whether it is overhyped. They also touch on an article about anemic growth and rising unemployment despite a decreased chance of recession.

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