In this episode, we discuss the state of the consumer and consumer spending, the decline in FedEx volumes and what it means for the recession outlook, and why the big 3 in cloud will be hard to compete with.

Show Notes

00:00:00 Introduction

00:00:12 Slowdown or Shifting Demand?

00:02:13 The State of the Consumer

00:05:34 Recession Watch

00:06:48 Energy Prices in Europe

00:08:39 Capital Intensity as a Moat

00:11:04 Frank Slootman, the straight Shooter