In this episode of Only Finance with Verus Financial, Minh sits down with John Osborn for a conversation about the current market environment and some of the factors investors and financial professionals are watching. They discuss corporate earnings, earnings projections, long-term earnings growth, and valuation, including how these measures are used when evaluating the broader market.

The conversation also looks at changing expectations for earnings and what those numbers can mean for market valuations. Minh and John discuss investor sentiment, the tendency to react to market news, and the importance of looking beyond individual headlines when considering what is happening across the markets. They also touch on different areas of the market, including large-, mid-, and small-cap companies, international and emerging markets, gold, and portions of the bond market.

John and Minh also discuss some of the considerations surrounding alternative investments, including fees, risk, and liquidity, as well as how investors can think about risk tolerance when evaluating different opportunities. The episode provides a broad look at the market, the numbers behind current expectations, and some of the factors that can influence investor behavior. Tune in to Only Finance with Verus Financial to hear the full conversation with Minh and John.