The Transcript Podcast Episode 88
Jan 10, 2023•13 min•Season 1Ep. 88
Episode description
In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season.
Show Notes
00:00:00 Introduction
00:00:08 A Cooling Down
00:01:55 Inflation Cooling in Europe
00:03:03 Inflation in Services
00:05:52 A Hunkering for Fries
00:06:49 The AI revolution
00:09:19 Weakening Data Center Demand
00:11:15 Earnings Season Preview
00:12:40 Conclusion
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