Earnings Expectations Courting Disaster? | Lance Roberts

Thoughtful Money with Adam Taggart · Jul 4, 2026 · 1h 42m

Happy 250th birthday, America!On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates.They've been rising so far, so fast, that there's a real risk now that reality won't be able to meet them.And once the Wall Street analysts realize that, they're going to have to adjust downwards -- which will pull stock prices down with them.Lance and I discuss the odds and potential timing of such a repricing, as well as the latest jobs numbers, the challenges of the "sandwich" generation, and of course, Lance's firm's latest trades.For…