The Circuit cover image

Episode 6: Semiconductor Industry Earnings Review

The Circuit

00:00

What's the Economy Going to Do in the Second Half?

All of these companies seem to be fairly upbeat about that. But again, how much price elasticity do they have? It's an interesting question. I've heard the sort of consistent confidence in call it the second half. If we were an economics pod cod past, we can talk a lot about where that's going.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app