Chapter
The Impact of Stock Prices on Company Earnings
46:35 - 51:16 (04:40)
The accuracy of company earnings is heavily relied upon in the stock market, but with the rise of automation and the potential for errors, it may be time for a reassessment of what the right earnings should be.
Clips
The Fed is capable of solving the US inflation problem by raising interest rates high enough, but the question is how much pain the decision will inflict and how long it will take to end the stagflationary period.
46:35 - 47:28 (00:52)
Inflation
Summary
The Fed is capable of solving the US inflation problem by raising interest rates high enough, but the question is how much pain the decision will inflict and how long it will take to end the stagflationary period.
ChapterThe Impact of Stock Prices on Company Earnings
EpisodeE87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The use of AI for market trading replaces human knowledge with automated processes that may misinterpret data, significantly changing the accuracy of earnings estimates for companies.
47:28 - 51:16 (03:48)
AI
Summary
The use of AI for market trading replaces human knowledge with automated processes that may misinterpret data, significantly changing the accuracy of earnings estimates for companies. The upcoming quarterly earnings reports may reveal that changes are necessary in reassessing earnings estimates in light of the use of AI.