Episode

Market Resilience & Earnings Validation

Podcast
KWM Market Minute
Published
Jul 13, 2026
Processing state
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Canonical source
https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/market-resilience.mp3
Audio
https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/market-resilience.mp3
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/v1/public/podcasts/kwm-market-minute-7621832/episodes/market-resilience-earnings-validation
Markdown
/podcast/kwm-market-minute-7621832/market-resilience-earnings-validation.md

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Summary

Jason and Jordan discuss how markets continue to look past geopolitical tensions, with investors viewing Iran-related volatility as manageable and unlikely to derail the broader outlook. They also discuss earnings season, where strong expected profit growth could validate elevated stock prices.