Ignore the Noise: Lindsey Bell on Earnings, Inflation, and What Investors Should Watch

In this episode of the Market Misbehavior podcast, Dave is joined by Lindsey Bell, Chief Investment Strategist at 248 Ventures.We dig into one of the most important themes for investors in 2026: why earnings still matter more than headlines. Lindsey explains how market narratives around AI, inflation, and geopolitics can distract from the evidence that really drives long-term returns—revenue growth, margins, productivity, and consumer behavior. We also explore the rotation from AI producers to AI users, why consumer staples are quietly improving, and how logistics, transportation, and selected retail names may be telling a stronger story than many investors realize.  Recorded 3/5/26.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉  Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉  Follow Dave on Instagram: https://www.instagram.com/marketmisbehaviorThe content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.