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EPISODE · Nov 9, 2023 · 39 MIN

Unionized Baristas

from Tea and Crumpets · host Will Brown & Adam Eagleston, CFA

We talk about the ongoing shift in labor market dynamics and its implications for inflation going forward, which could be "higher-er for longer-er". The market's recent rebound, fueled by hopes of a soft landing and a bounce in the most shorted stocks, is also discussed. We also look at concentration of the index in a handful of stocks and compare recent earnings for some of the tech titans to the rosy projections for next year. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Episode metadata supplied by the publisher feed · Published Nov 9, 2023

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Unionized Baristas

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