Mike Wilson: Investors Face Uncertainty in Stock Performance

This podcast episode explores the current market sentiment, consensus among clients, and views on earnings, the debt ceiling, and the market outlook. It captures the challenges investors face in finding new opportunities due to elevated valuations and macro concerns. The consensus believes the bear market ended in October, but there is skepticism of significant upside. The market is bracing for more macro and earnings disappointments, but these outcomes are not fully priced in yet.