Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
RiskReversal Pod
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What's Going to Happen in the White Collar Area?
We're back to where we were five days ago on the s n p, but it feels worse when it's like this. The problem is, ike, i said, it's 13 years of unwind. What is the s and p earnings going to be in two thousand 23? Probably somewhere between 202 hundred 15 dollars. Is that the trough? If that was the trough, you could potentially say north of a 15 multiple on that, cause that's the worst. And then we're going to see something where you cut jobs, and then you also start paying for licenses on soft ware. This is where wegin to see the enterprise spending slow down a little bit,. But thread
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