Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.
Episode 107: It's Nvidia's World
In this episode, we discuss the takeaways from Jackson Hole, reflections on the state of the consumer from retailers, and the blowout quarter that Nvidia just hard.
Episode 106: The Taylor Swift Boost
In this episode we discuss signs of stability in the economy, reflections on the long-term implications of higher rates, and the impact of Taylor Swift on the economy.
Episode 105: Q2 23 Earnings Season Begins
In this episode, we discuss key gleanings from the earnings season including takeaways on bank earnings, inflation, and AI.
Episode 104: Slight Softening
This week, we discuss the slight softening trends from the big retailers that reported last week. We also discuss Tesla and AI and the Fed talk about more potential rate hikes.
00:00:07 Softening Trends
00:01:50 Inflation Still High
00:04:00 Tesla and AI
00:07:33 The State of the Supply Chains
00:08:30 Nuggets of Wisdom
Episode 103: Hot or Cold?
In this episode, we discuss the key points from the Fed press conference last week, the incoming data on the state of the economy, and the banking crisis.
00:00:07 Pausing Soon?
00:01:08 Hot or Cold?
00:03:31 Troubled Regional Banks
00:05:57 What's Different This Time?
00:07:42 CRE Exposure
00:10:12 ChatGPT Crushing Business Models
00:11:22 The Oracle of Omaha
Episode 102: Slow Deterioration Continues
In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls.
00:00:08 Softening Trends
00:01:23 The Impact of the End of First Republic
00:04:46 What will the Fed Do?
00:06:55 Price-Driven Growth
00:08:38 TakeAways from Tech Earnings