In this episode, we are joined by Brad Freeman, author of the Stock Market Nerd newsletter, to discuss key takeaways from tech earnings.

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

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

Show Notes

00:00:00 Introduction

00:00:43 Resilient Consumer Starting to get Jittery

00:03:00 Some Weakness in Spending? 

00:04:09 Meta Worries

00:09:19 Cracks in the Cloud?

00:13:45 Weaknesses in Housing

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