In this episode, we discuss margin compression, rising geopolitical tensions, Dinsey turning 100, and Cloudflare earnings.

Show Notes:

00:00:00 Introduction

00:00:09 Strong economy still, despite volatile capital markets

00:01:46 Life is slowly getting back to normal

00:02:29 Margin compression expected in the first half of the year

00:04:26 Eyes on Ukraine

00:06:12 Disney: a century in the making

00:08:19 Some companies are hard hit by supply chain dynamics