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Financial market analyst Jason Moser and guests Sanmeet Deo and Ricky Mulvey discuss Matterport's acquisition, Verizon's impact on cable companies, and On Holdings appeal for shoe lovers and stockholders. They delve into market conditions, tech industry evolution, and the athleisure market trends, providing insights on key companies and trends in the market.
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Quick takeaways
- Matterport's acquisition highlights the rising significance of spatial data and 3D technology in real estate.
- Changing trends in smartphone usage are reshaping the competition among telecom providers like Verizon and Comcast.
Deep dives
Earnings Season and Economic Concerns
The podcast discusses the ongoing earnings season and the economic concerns surrounding it. With around 30% of the market reporting this week, big tech companies are a focus. Issues such as consumer debt, inflation, and geopolitical risks, as highlighted by comments from prominent figures like Jamie Dimon, raise questions about the market's stability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode