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The Transcript Podcast Episode 73: Q2 22 Review
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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
112 에피소드
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 ()
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
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
112 에피소드
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