Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls.
This special episode is a recording of the 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.

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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: CAPEX Trends

00:29:56: The State of Streaming

00:34:58: EPS Trends

00:40:48: Closing thoughts

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