Oct 31 2023 9 mins 3
In this episode, we discuss the key takeaways from the first 3 weeks of the earnings season including the softening trends in the economy, the state of the EV market, and the stabilization in cloud.
The episode is based on yesterday's newsletter which is available on Substack.
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
00:00:20 A Real Slowing
00:01:30 A Stressed Consumer
00:03:22: Rising Geopolitical Tensions
00:06:23 Soft EV Demand
00:05:20 Stabilization in Cloud
00:08:20 Sharp Rise in Defense Spending
00:09:22 Conclusion
This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe
