In the first episode of the new year, we discuss what has changed since the holidays and preview the Q4 2022 earnings season.

The episode is based on yesterday's newsletter which is available on Substack.

New Year, Same Story

A transcript of this podcast, with relevant images and quotes, is available for all subscribers only after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

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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

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe