Will Tech Earnings Deliver?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 30 January 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

U.S. equities are down to start the week as investors look forward to the Fed’s next interest rate hike decision on Wednesday. As we progress through earnings season, large-cap tech is under the spotlight, with Apple, Google, Meta, and Amazon reporting this week. Maggie Lake is joined by Eric Jackson of EMJ Capital to discuss the current tech rally, whether it’s sustainable, and how long it could run. Plus, we’ll hear a clip from Real Vision’s new series, Deep Dive, where Danielle DiMartino Booth and Andreas Steno Larsen discuss a Fed divided. Watch that entire interview here: https://rvtv.io/3DpBFNK Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This Sunday were lied from the home of smart energy use three Akasha drive and Dave Davo peck them off to a
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0:58.2	Well tech earnings deliver hi everyone. Welcome to the real vision deli briefing with me today is Eric Jackson founder of EMJ capital hi Eric
1:10.6	It's great to see you. Hey Maggie. Thanks for having me back and it's your back at the start of what is going to be a big week
1:17.8	We have earnings coming out from some of the biggest names in tech, which I know you're watching closely as well as a Fed meeting Wednesday Thursday
1:24.8	And the monthly jobs report on Friday. It doesn't always usually line up like that, but it certainly is this week
1:31.5	No, this is a this is a tech bananas a week for for big tech especially
1:36.1	But there are actually some really interesting other smaller tech names that are going to be reporting as well
1:41.5	So they should give an additional flavor to the overall health of different parts of tech not just the biggest of the big names like Amazon
1:50.1	Google and Apple which are kind of the headliners this week
1:53.3	Yeah, the monsters that would that we always pay close attention to so we saw
1:58.3	Equities pull back today with the NASDAQ leading the way sort of risk off in terms of assets
2:03.9	What's top of mind for you as we start the week and we look forward to hearing from all these different different executives?
2:11.1	What are you going to be paying really close attention to?
	...

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