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The Transcript Podcast Episode 79

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Manage episode 345186707 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

112 episodes

Artwork

The Transcript Podcast Episode 79

The Transcript

16 subscribers

published

iconShare
 
Manage episode 345186707 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

112 episodes

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