Artwork

Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

The Transcript Podcast Episode 73: Q2 22 Review

45:54
 
공유
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 (1y ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 340426637 series 3276605
Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls.
This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 31st August 2022 with our guests Sam Ro of Tker.co and Alex Morris of The Science of Hitting

Show Notes
00:00:00
: Introduction
00:05:21: The Fed and Inflation
00:11:15: Trading Down of High-income Consumers
00:15:44: Retailers and Their Excess Inventory
00:20:31: Takeaways from Tech Earnings
00:23:00: Trends in CAPEX
00:29:56: The State of Streaming
00:34:58: EPS Trends
00:40:48: Closing thoughts

  continue reading

112 에피소드

Artwork
icon공유
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 (1y ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 340426637 series 3276605
Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls.
This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 31st August 2022 with our guests Sam Ro of Tker.co and Alex Morris of The Science of Hitting

Show Notes
00:00:00
: Introduction
00:05:21: The Fed and Inflation
00:11:15: Trading Down of High-income Consumers
00:15:44: Retailers and Their Excess Inventory
00:20:31: Takeaways from Tech Earnings
00:23:00: Trends in CAPEX
00:29:56: The State of Streaming
00:34:58: EPS Trends
00:40:48: Closing thoughts

  continue reading

112 에피소드

همه قسمت ها

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드

탐색하는 동안 이 프로그램을 들어보세요.
재생