Why the Negative GDP Report Isn’t What It Seems

00:00 Intro

02:00 Portfolio Overview

04:55 The Upcoming Recession

11:11 S&P Global Earnings

17:33 Visa Earnings

19:50 Booking Holdings Earnings

25:00 FICO Earnings

25:48 Spotify Earnings

26:46 Microsoft / Meta Upcoming Earnings

27:00 Amazon Upcoming Earnings