RiskReversal Pod cover image

Accidents Will Happen in Financial Markets with Rebecca Patterson

RiskReversal Pod

NOTE

The Challenges of Meeting Consensus Earnings Growth Estimates

With much agreement, we ponder the possibility of a 12% consensus estimate for earnings growth next year. However, we recognize the skewed risk that inflation may decrease slowly due to service sector wages, potentially resulting in a slowdown in consumer spending. The question remains: without a perfect soft landing, where will the consumer strength and spending come from next year?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner