Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.

This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:

• Sam Ro of Tker.co
• Alex Morris of The Science of Hitting
• Mostly Borrowed Ideas of MBI Deep Dives

Show Notes00:00:00 Introduction 
00:07:18 Macro Perspective from the Earnings 
00:17:27 Historical Context for the Current Market State 
00:32:32 The intersection of Tech & Consumer 
00:36:48 Valuations 
00:41:12 Q2 Outlook & Closing Thoughts