Microsoft Is Up In the Cloud

03/08/2025 34 min

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Episode Synopsis

Send us a textIn this episode I talk about- Consumer sentiment, Labour market, GDP, Inflation, and more importantly the hidden state of the economy after the recent non farm payroll revisions. Earnings of interest: - Primarily focus on payments in the wake of a growing stablecoin era: PYPL, V, MA- Big tech: MSFT, META, AAPL, AMZN