106 episodes

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.

The Transcript Scott Krisiloff and Erick Mokaya

    • Business

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

    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. 

    • 13 min
    Episode 106: The Taylor Swift Boost

    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. 

    • 10 min
    Episode 105: Q2 23 Earnings Season Begins

    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.

    • 11 min
    Episode 104: Slight Softening

    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.

    Show Notes
    00:00:00   Introduction
    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
    00:09:12   Conclusion

    • 9 min
    Episode 103: Hot or Cold?

    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.

    Show Notes
    00:00:00   Introduction
    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
    00:12:32   Conclusion

    • 12 min
    Episode 102: Slow Deterioration Continues

    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. 

    Show Notes
    00:00:00   Introduction
    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
    00:11:15   Conclusion

    • 11 min

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