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The Transcript Podcast Episode 88

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Manage episode 352105003 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

112 episoder

Artwork

The Transcript Podcast Episode 88

The Transcript

16 subscribers

published

iconDel
 
Manage episode 352105003 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

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