Originally released October 14, 2025 · 49:34
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From the original episode description
This week on the Trading Justice Podcast, Mark and Matt break down one of the wildest market days in recent memory. A surprise tariff headline sent shock waves through stocks and crypto, creating a historic intraday liquidation. Matt unpacks what happened technically, why Friday’s move matters, and how volatility damages trend structures. Then the focus shifts to earnings season, which kicks off tomorrow. With the market perched near all-time highs and valuations stretched, this quarter’s earnings results will play a critical role in setting the tone for the rest of the year.
Matt walks through blended EPS mechanics, historical beat patterns, and why 13%+ growth could be the key to unlocking a year-end rally. Finally, Mark and Matt preview the week’s five most important earnings reports and play a special Stock It or Drop It: Earnings Edition, making their calls ahead of JPM, ASML, TSM, ALLY, and SLB. – Tariff headline triggers historic intraday liquidation event – How volatility impacts trend structures and trader confidence – Q3 earnings setup: blended EPS, beat rates, valuation backdrop – Top 5 reports to watch this week: JPM, ASML, TSM, ALLY, SLB – Stock It or Drop It: Earnings Edition
In this episode
A tariff headline and the technical damage from volatility
Earnings expectations, beat rates, and valuation
JPM, ASML, TSM, ALLY, and SLB in an earnings-focused segment
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This is an archived episode. Market conditions and references reflect its original release date.
