“For the last 10 years, it's only missed quarterly earnings three times. That's predictable, right?”
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Said on Equity Mates Investing Podcast
“AI right now work through the request of the historic S&P 500 earnings beat rates… 40-quarter average is 77%; Q2 2026 was 86.3%”
Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis
Play from 55:23
55:23
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What was described
used an AI tool in real time to pull historic S&P 500 earnings beat rates for the last 10 years
40-quarter average beat rate 77%; Q2 2026 beat rate 86.3%; worst quarter 2020 beat rate 65%
Said nearby on the same subject
“From 1926 through 2025, a diversified portfolio… S&P 500 generated a return of about 10.5% a year. Small cap… 12.66% a year”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
“I don't have a very bright… way of seeing how SaaS tools can compete long term with AI… these are the last few years where these SaaS tools will be useful”
RP
Riccardo Pisano
Practical Founders Podcast ·
“When you've got the S&P trading at about 19 times forward earnings, below its five-year average… earnings growth at 38%…”
♫
Said on Prof G Markets
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