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The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year

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Manage episode 355969236 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It’s been a funky start to the year, as a dash for trash rally has extended into a not as bad as expected earnings rally, and now it’s easy to be wrongfooted.

We dive into this market, including how markets don't go straight to zero, no matter what December felt like; how recessions take a long time to play out; what we can learn from moves in Twilio and Meta; and why the rise of AI has complicated narratives.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 355969236 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It’s been a funky start to the year, as a dash for trash rally has extended into a not as bad as expected earnings rally, and now it’s easy to be wrongfooted.

We dive into this market, including how markets don't go straight to zero, no matter what December felt like; how recessions take a long time to play out; what we can learn from moves in Twilio and Meta; and why the rise of AI has complicated narratives.

  continue reading

100 episodes

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