About this episode

This episode discusses how to navigate earnings season and the impact of investor emotions on market volatility while comparing public and private investments.

Earnings season doesn’t have to hijack your strategy. This episode of Alternative Investments Chat explains how investors stay calm amid quarterly noise while using both public stocks and private alternatives to work toward their long‑term goals. Erin and Erica unpack what earnings season is, why stocks can swing so sharply around quarterly results, and how investor emotions often amplify those moves. They walk through the 2022 Netflix subscriber shock as a real example of expectations versus reality, then contrast public‑market volatility with the slower, longer‑term nature of private equity and private credit, where returns are driven more by business performance than by short‑term headlines. You’ll leave with practical questions to ask yourself before you buy, sell, or hold—plus a clearer view of how your public and private investments can complement each other through every earnings season. Listen to Learn: What earnings season is, when it happens, and why it makes markets feel so intense How analyst expectations, company guidance, and big names like Netflix can trigger major stock moves Why investor emotions (fear, FOMO, panic selling) often matter as much as the numbers How…

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