Unhedged Should companies report only twice a year?
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Sep 18, 2025 The hosts dive into Trump's proposal for companies to report earnings only twice a year, weighing the pros and cons of such a shift. They discuss the implications for market transparency and compare reporting practices with Europe. The conversation also touches on the automation of reporting and the potential reduction of burdens on companies. In a lighter segment, one host critiques smart glasses as intrusive, while the other shares the unexpected joys of empty nesting after sending her daughter off to university.
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Quarterly Reporting Proposal Sparks Big Questions
- Trump proposed cutting US quarterly earnings reports to twice a year, sparking debate about market transparency and long-term focus.
- The change raises questions about information frequency, investor decision-making, and regulatory feasibility.
Less Frequency Could Reduce Noise
- Rob argues the policy touches core market tradeoffs: how much and how timely information should be for investors.
- He suggests less frequent reports might reduce noise and help focus on material changes.
Automate Reports, Keep Critical Disclosures
- Use technology to ease reporting burdens rather than eliminating reports entirely.
- Automate routine parts but keep detailed disclosure when significant events occur quickly.