In this episode, we are joined by <a href='https://twitter.com/stockmarketnerd'>Brad Freeman</a>, author of the newsletter <a href='https://stockmarketnerd.beehiiv.com/'>Stock Market Nerd</a>, to discuss key takeaways from tech earnings. Show Notes00:00:00 Introduction00:00:43 Resilient consumer starting to get jittery00:03:00 Some Weakness in Spending? 00:04:09 Meta Worries00:09:19 Weaknesses in Cloud emerging as growth moderates00:13:45 Weaknesses in Retail

In this episode, we are joined by Brad Freeman, author of the newsletter Stock Market Nerd, to discuss key takeaways from tech earnings. 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 Weaknesses in Cloud emerging as growth moderates 00:13:45 Weaknesses in Retail

In this episode, we are joined by <a href="https://twitter.com/stockmarketnerd" rel="noopener noreferrer">Brad Freeman</a>, author of the newsletter <a href="https://stockmarketnerd.beehiiv.com/" rel="noopener noreferrer">Stock Market Nerd</a>, to discuss key takeaways from tech earnings. Show Notes00:00:00 Introduction00:00:43 Resilient consumer starting to get jittery00:03:00 Some Weakness in Spending?&nbsp;00:04:09 Meta Worries00:09:19 Weaknesses in Cloud emerging as growth moderates00:13:45 Weaknesses in Retail

The Transcript Podcast Episode 81

Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.

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The Transcript Podcast Episode 81

The Transcript Podcast Episode 81