It’s time to start picking away at big tech

Earnings season for the first quarter (Q1) of 2022 is underway… And as we battle with the bear market, the results are shedding light on what we can expect for the rest of the year. Today, we highlight the latest reports from Alphabet (GOOGL) and Microsoft (MSFT)—and the incredible opportunity we’re seeing in these big tech names. We also explain what Visa’s (V) results indicate about the possibility of a near-term global recession… and how to manage your expectations during a bear market. In this episode: How to think about bear markets [1:25] Google's massive buyback plan [5:50] Microsoft’s incredible earnings [14:50] Microsoft vs. Disney [19:10] What Visa’s earnings say about a global slowdown [24:20] This “boring” business is one of the best in the world [29:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com