A spending shift, energy’s record run, and microchips, music, and the Metaverse - podcast episode cover

A spending shift, energy’s record run, and microchips, music, and the Metaverse

Feb 02, 202245 min
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Episode description

After two years of buying stuff and skipping experiences, is that trend about to reverse? We’ve got the numbers, and the market impact – from stocks to inflation. Plus, all of these new experiences mean a lot more flying and driving. Is there more room to run in oil & energy stocks? We’ll get some top picks for 2022. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Qualcomm, Spotify & Meta with results on deck.
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