Every quarter, thousands of companies report their financial results, and investors of all stripes tune in, read up, and trade their way through the season. Volatility is up, and for many people, so is their stress level. So what's an investor to do?
In this episode, Jason and Jeff discuss their mindsets during earnings season, including the frameworks they have implemented to help them navigate the volatilities, and make better investing decisions when emotions can be high.
In the second part of the show, we share our first The Smattering Rough Cut, an unedited, unplanned conversation that starts in one direction, then goes a little bit off the rails.
Companies mentioned: LMND, MSFT, FTNT, LOB
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Find the 2023 Smattering Portfolio here:
https://tinyurl.com/Smatterfolio2023