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The Transcript Podcast Episode 88
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Manage episode 352105003 series 3276605
In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season.
Show Notes
00:00:00 Introduction
00:00:08 A Cooling Down
00:01:55 Inflation Cooling in Europe
00:03:03 Inflation in Services
00:05:52 A Hunkering for Fries
00:06:49 The AI revolution
00:09:19 Weakening Data Center Demand
00:11:15 Earnings Season Preview
00:12:40 Conclusion
112 Episoden
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 352105003 series 3276605
In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season.
Show Notes
00:00:00 Introduction
00:00:08 A Cooling Down
00:01:55 Inflation Cooling in Europe
00:03:03 Inflation in Services
00:05:52 A Hunkering for Fries
00:06:49 The AI revolution
00:09:19 Weakening Data Center Demand
00:11:15 Earnings Season Preview
00:12:40 Conclusion
112 Episoden
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