Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
Fiscal headwinds and unrealistic S&P EPS growth with James Kostohryz
Investing Experts
1 hour 17 minutes
4 days ago
Fiscal headwinds and unrealistic S&P EPS growth with James Kostohryz
James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40).
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Investing Experts
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
