Publishing Details
About This Podcast
Explore Statistics
Recent Episodes
Tariffs, Margins and the Q4 Earnings Season
We discuss Retail sector results and the impact of tariffs on earnings and margins.
Why Have Tech Stocks Lost Their Mojo?
We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.
The Earnings Impact of Tariffs
We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
What Are the Tailwinds for Bank Stocks?
We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
Can Strong Earnings Justify High Stock Valuations?
With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.
Will the Q3 Earnings Season Prove Positive for the Market?
We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.
Do Stocks Have the Fuel Move Higher?
We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.
Is the Q2 Earnings Bar Set Too Low?
We discuss the Q2 earnings season and whether expectations may have been too low.
Making Sense of Earnings Estimates Revisions Trend
While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.
S38 The Earnings Impact of the New Tariff Regime
We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.
Are Investors Too Focused on Company Fundamentals?
We discuss whether market participants are missing the big picture in focusing too much on earnings releases
Earnings Results & the Trump Administration
We discuss the ongoing Q4 earnings season and whether earnings releases may take the back seat to the new administration's daily announcements.
What will the Coming Retail Earnings Reports Show?
We discuss what the coming Retail earnings reports will tell us about consumer spending trends
Making Sense of the Early Q3 Earnings Results
The run of Q3 results from the banks have broadly been positive in recent days. But before the banks started reporting results, we saw weak results from homebuilders Lennar (LEN) and KB Homes (KBH).
Have Big Tech Stocks Lost Their Momentum?
We discuss whether the market's reaction to the recent Alphabet, Tesla and Microsoft results is indicative of sentiment shift.
Taking Stock of the Retail Sector After the Q1 Earnings Season
We discuss the key takeaways from the Q1 earnings reports from the Retail sector in recent days.
Walmart Earnings & the State of the Consumer
We discuss what Walmart's blockbuster results tell us about the health of the consumer economy.
Are Higher Interest Rates Weighing on Earnings Growth?
With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability.
Handicapping the Earnings Outlook
We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.
Earnings Season to Clarify the Macro Picture
We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.
Frequently Asked Questions
Earnings Outlook has published 47 episodes since November 2020, covering topics in Business, Investing.
Earnings Outlook is currently highly active with new episodes monthly. Average episode length is 12m.
Similar Podcasts
The Ramsey Show
Ramsey Network
180 episodes
BiggerPockets Real Estate Podcast
BiggerPockets
1,317 episodes
Earn Your Leisure
iHeartPodcasts
1,484 episodes
The Peter Schiff Show Podcast
Peter Schiff
1,125 episodes
The Clark Howard Podcast
Clark Howard
2,295 episodes
ChooseFI | Financial Independence Podcast
ChooseFI
593 episodes