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
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