Episodes

  • Why Have Tech Stocks Lost Their Mojo?

    Why Have Tech Stocks Lost Their Mojo?
    Feb 12 2026

    We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.
    Show More Show Less
    14 mins
  • The Earnings Impact of Tariffs

    The Earnings Impact of Tariffs
    Jan 29 2026

    We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
    Show More Show Less
    12 mins
  • What Are the Tailwinds for Bank Stocks?

    What Are the Tailwinds for Bank Stocks?
    Jan 15 2026

    We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
    Show More Show Less
    12 mins
  • Can Strong Earnings Justify High Stock Valuations?

    Can Strong Earnings Justify High Stock Valuations?
    Jan 9 2026

    With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.
    Show More Show Less
    8 mins
  • Will the Q3 Earnings Season Prove Positive for the Market?

    Will the Q3 Earnings Season Prove Positive for the Market?
    Oct 16 2025

    We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.
    Show More Show Less
    11 mins
  • Do Stocks Have the Fuel Move Higher?

    Do Stocks Have the Fuel Move Higher?
    Aug 14 2025

    We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.
    Show More Show Less
    13 mins
  • Is the Q2 Earnings Bar Set Too Low?

    Is the Q2 Earnings Bar Set Too Low?
    Jul 17 2025

    We discuss the Q2 earnings season and whether expectations may have been too low.
    Show More Show Less
    16 mins
  • Making Sense of Earnings Estimates Revisions Trend

    Making Sense of Earnings Estimates Revisions Trend
    May 8 2025

    While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.
    Show More Show Less
    18 mins