Earnings Season Is Strong (So Far)

1

Introduction

00:00 • 2min

2

The Indicators You're Looking at Are Getting Better?

01:53 • 2min

3

Is the Economy Going to Accelerate?

03:58 • 4min

4

What Do You Think About Cyclical Stocks?

07:43 • 4min

5

What Do You Think About S&P 500 Total Earnings?

11:38 • 6min

6

What Do You Think About 2023 Earnings for the S&P 500?

17:18 • 3min

7

Are Analysts Always Catching Up to the Real Reality?

20:48 • 3min

8

Using Estimates to Build Portfolios

23:43 • 3min

9

Smaller Cap Stocks Are Doing Better Than Cap Weighted Indexes

27:00 • 2min

10

Is the Average Stock Downgrading?

28:36 • 3min

11

The Crypto Event - Permissionless in Austin, Texas

31:33 • 5min

12

What Is Going on With the European Stock Market?

36:08 • 5min

13

Is There a Tailwind for European Equities?

41:19 • 2min

14

What Are You Most Bullish On?

43:33 • 2min

15

Home Builders - What's Your Outlook?

45:54 • 3min

16

Is the Fed Going to Cut Rates?

49:16 • 4min

17

How Do You Think Inflation Levels Off?

52:53 • 3min

18

Is the Inverted Yield Curve a Harbinger of a Recession?

55:42 • 3min

19

What Is the Greatest Risk to Your Thesis in 2023?

59:03 • 2min

Earnings Season Is Strong (So Far) | Sam Burns