The Transcript Podcast Episode 79
Oct 25, 2022•13 min
Episode description
In this episode, we discuss the deteriorating corporate confidence, the impact of the strong dollar on US earnings, and explore whether air travel has experienced a permanent structural change. We also preview tech earnings that flood in this week.
Show Notes
00:00:00 Introduction
00:00:08 Declining Corporate Confidence
00:02:03 The Strong Dollar
00:04:16 Declining Ad Spend
00:05:06 Tech Earnings Week
00:06:52 The Fed Feeling the Pressure?
00:08:27 Opportunities in Europe
00:10:07 Permanent Structural Change in Travel?
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