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The Transcript Podcast Episode 60: Q1 22 In Review

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Manage episode 329665336 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://ppacc.player.fm/legal.

Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.

This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:

Show Notes
00:00:00 Introduction
00:07:18 Macro Perspective from the Earnings
00:17:27 Historical Context for the Current Market State
00:32:32 The intersection of Tech & Consumer
00:36:48 Valuations
00:41:12 Q2 Outlook & Closing Thoughts

  continue reading

112 episodes

Artwork
iconShare
 
Manage episode 329665336 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://ppacc.player.fm/legal.

Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.

This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:

Show Notes
00:00:00 Introduction
00:07:18 Macro Perspective from the Earnings
00:17:27 Historical Context for the Current Market State
00:32:32 The intersection of Tech & Consumer
00:36:48 Valuations
00:41:12 Q2 Outlook & Closing Thoughts

  continue reading

112 episodes

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