In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season. 
Show Notes

00:00:00  Introduction

00:00:08  A Cooling Down

00:01:55  Inflation Cooling in Europe

00:03:03  Inflation in Services

00:05:52  A Hunkering for Fries

00:06:49  The AI revolution

00:09:19  Weakening Data Center Demand

00:11:15  Earnings Season Preview

00:12:40  Conclusion