Jon Sindreu
speaker
150 appearances
3 recordings
1 series
first heard Aug 2017
last heard Jan 2025
Jon Sindreu’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · We Cheer Companies' Earnings, but Punish Their Stocks · 3 Aug 2017
podcast
It's investors not feeling completely overtaken by optimism and looking at whatever they might not like about a specific release.
Is it that your revenues weren't strong enough?
Is it that you had to pay some sort of fee?
Is it that
uh... you're not gaining market share as we thought you would let me sort of find something to dislike uh... but on the other hand other people uh... and and you know i could morgan sally here uh... they made the opposite point they said well you know actually this is just the time that people bought a lot of stocks before the actual results and they didn't sort of thing too closely and then they actually look at this and then say uh... well there's things that i dislike so so you know you can you can read it either way
But I would definitely say that for all the market optimism we are seeing, investors seem aware of the risks.
Generally, when you speak to money managers, you would hardly qualify this as sort of irrational exuberance.
They're sort of treading carefully, but still either liking what they see, but they see or sort of feeling that there's nowhere else to be but the stock market.
Exactly, exactly.
Just try, you know, to sort of underplay your numbers a little bit so when they come out, you sort of are on the right side of it.
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