Margins, Markets, and Mayors: Sentiment Shifts Going Into Year-End
Manage episode 518205458 series 3580358
In Episode 48 of The Market Enthusiast, Noah Brooks and Chris Needs dive into the intersection of politics, profits, and perception as we head toward year end. From Jamie Dimon’s $3 billion Manhattan headquarters and New York’s newly elected socialist mayor to shifting investor sentiment and stretched corporate margins, they unpack what’s driving the markets beneath the surface.
They discuss why Big Tech earnings remain strong even as small and mid-cap stocks struggle, how labor data and layoffs could shape the next phase of the cycle, and what history from the Erie Canal to artificial intelligence can teach us about productivity and profitability. The episode wraps with a grounded look at valuations, volatility, and why emotional investing rarely pays off.
Have questions, topic suggestions, or comments? Feel free to reach out to us at [email protected]!
Visit GoodLifeCo.com/podcasts/market-enthusiast for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
48 episodes