S&P 500's Biggest Bull Sees Earnings, Economy Driving Market Higher

The video discusses the nature of bull markets, emphasizing that they don't end due to age but require a catalyst. Key drivers include low inflation, an easy Federal Reserve, and a positive yield curve. The speaker predicts higher earnings than expected and suggests that only an economic catastrophe could lower them. The discussion includes corporate profit reports and the importance of earnings in defining bull markets.

What does the speaker imply about the need for a catalyst in the market?

What does the speaker suggest is necessary to reach the 160 earnings number?