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Corporate Earnings Review: Q4 2022 - Episode 88

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Manage episode 356685564 series 2819692
Innhold levert av Goldrock Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Goldrock Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/

In this episode of Definitely Uncertain, Darren Rockman is joined by Daniel Krausz, partner and co-founder of Blue Door Asset Management. They speak from a macro point of view about the Q4 corporate earnings of last year and go into the factors that shaped the earnings growth for various areas in the economy. They discuss the shift in the economy and what it means for the future, touching on the difference between monetary and fiscal stimulus and its impact on investment returns. Tune in for a thought-provoking conversation on the impact of macroeconomic factors on corporate earnings.

Disclaimer: This episode was recorded on the 22nd of February 2022.

  continue reading

119 episoder

Artwork
iconDel
 
Manage episode 356685564 series 2819692
Innhold levert av Goldrock Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Goldrock Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/

In this episode of Definitely Uncertain, Darren Rockman is joined by Daniel Krausz, partner and co-founder of Blue Door Asset Management. They speak from a macro point of view about the Q4 corporate earnings of last year and go into the factors that shaped the earnings growth for various areas in the economy. They discuss the shift in the economy and what it means for the future, touching on the difference between monetary and fiscal stimulus and its impact on investment returns. Tune in for a thought-provoking conversation on the impact of macroeconomic factors on corporate earnings.

Disclaimer: This episode was recorded on the 22nd of February 2022.

  continue reading

119 episoder

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