The Transcript Podcast Episode 75
Sep 21, 2022•13 min•Season 1Ep. 75
Episode description
In this episode, we discuss the state of the consumer and consumer spending, the decline in FedEx volumes and what it means for the recession outlook, and why the big 3 in cloud will be hard to compete with.
Show Notes
00:00:00 Introduction
00:00:12 Slowdown or Shifting Demand?
00:02:13 The State of the Consumer
00:05:34 Recession Watch
00:06:48 Energy Prices in Europe
00:08:39 Capital Intensity as a Moat
00:11:04 Frank Slootman, the straight Shooter
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