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The Transcript Podcast Episode 79
Archived series ("Inactive feed" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
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Manage episode 345186707 series 3276605
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?
112 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 345186707 series 3276605
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?
112 episodes
All episodes
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