

Take Your "Chips" Off The Table?
Oct 15, 2024
Liz Young Thomas, a financial expert known for her keen market insights, teams up with John Butters, a Senior Earnings Insight Analyst at FactSet. They delve into the intriguing disconnect between the NASDAQ and S&P 500, explore small-cap stocks' roles in the economy, and analyze Q3 earnings trends. The duo discusses the implications of bank performance and consumer lending on economic vibrancy. They also highlight the semiconductor industry's challenges, particularly as it relates to AI investments, and share amusing sports anecdotes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 3min
Market Trends and Small Caps Insights
03:16 • 8min
Navigating Market Optimism and Earnings Projections
10:52 • 5min
Navigating Market Dynamics: Earnings, Expectations, and Sector Performance
16:20 • 5min
Market Dynamics and Earnings Expectations
20:55 • 3min
Market Trends and Semiconductor Insights
23:39 • 15min
Exploring the Gig Economy and AI's Impact on Employment
38:59 • 5min
Game Day Frustrations and Fan Tales
43:57 • 5min
A Humorous Dive into Sports and Seinfeld
49:23 • 2min