The Transcript Podcast Episode 73: Q2 22 Review

The Transcript

المحتوى المقدم من Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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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

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#Business #Scott Krisiloff and Erick Mokaya #Erick Mokaya #Scott Krisiloff