Monthly episodes discussing this topic, 2025-10 to 2026-04.
Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.
The fact that most companies beat earnings expectations is not meaningful information as it is a standard occurrence across the S&P 500.
“this whole matter of you know a company beat earnings expectations it's like that you don't get any information from that because historically you know more than half of the S&P 500 is always going to beat expectations and you know on average it's like 70 to 80% of companies will beat”
The Compound · Apr 2026 · 1 episode · 44K views on this topicPositions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.