Market Elevation - A Cirrus Research Podcast
Market Elevation is a casual and compelling conversation amongst market insiders made up of equal parts expertise, relevance, and humor.
Podcasting since 2022 • 15 episodes
Market Elevation - A Cirrus Research Podcast
Latest Episodes
Cirrus Market Outlook: Q4 2024 - Credit Expansion Cycle to Broaden Leadership and Temper a Quality Bias.
In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and ...
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34:27
Cirrus Market Outlook: Q3 2024 - Barbelled Mag-7 and Value to Close Strong in ’24!
in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.A combination of solid earnings for the market, notably strong for the AI segments, and easy credit al...
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31:58
Cirrus Market Outlook: Q2 2024 - Dovish Fed & Stabilizing Profits Drive Markets Higher.
In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also t...
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31:11
Q1 2024 Market Crowding Spotlights Changing of the Guard Risks
While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled w...
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39:42
Cirrus Market Outlook: Q4 2023 Soft landing and interest rate risk point to a Value tilt.
Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a funda...
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35:00