The Transcript Podcast Episode 73: Q2 22 Review

Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls.

This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 31st August 2022 with our guests Sam Ro of Tker.co and Alex Morris of The Science of Hitting

Show Notes
00:00:00: Introduction
00:05:21: The Fed and Inflation
00:11:15: Trading Down of High-income Consumers
00:15:44: Retailers and Their Excess Inventory
00:20:31: Takeaways from Tech Earnings
00:23:00: Trends in CAPEX
00:29:56: The State of Streaming
00:34:58: EPS Trends
00:40:48: Closing thoughts