In this episode, we explore the potential soft landing, consumer spending resilience, Tesla's AI ambitions in the EV market, Boeing's challenges, and the big week ahead in big tech earnings.

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

Solid Start

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, and Amazon Music.

Show Notes

00:00:00 Introduction

00:00:36 Is It a Soft Landing for the Economy?

00:00:52 Consumer Resilience

00:01:44 Inflation and the Fed's Tightrope

00:02:29 Luxury Spending Unfazed

00:04:50 Tesla's AI Drive

00:06:29 Elon Musk's Power Play

00:09:03 Boeing's Turbulence

00:11:39 Big Tech’s Week of Truth

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