
Why the Negative GDP Report Isn’t What It Seems
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About this episode
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
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