Eric Lynch on Bloomberg Surveillance

August 20, 2024

With Q2 earnings season winding down, we’re seeing a broadening out among companies in the S&P 500 away from mega-cap tech and the Mag 7. “We’ve had tremendous earnings growth,” said Eric Lynch, managing director at Scharf Investments. He recently spoke with Tom Keene and Paul Sweeney on Bloomberg Surveillance and shared his thoughts on the convergence we’re seeing in earnings and how the market opportunities of today are reminiscent of those we saw during the post-tech bubble period nearly a quarter century ago. You can see Eric’s interview beginning at the 2:29:10 mark in the link below.

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https://www.youtube.com/watch?v=homTlCVup5s

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